LCH

Lee Capital Holdings Portfolio holdings

AUM $62.1M
1-Year Est. Return 19.93%
This Quarter Est. Return
1 Year Est. Return
-19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.75M
3
+$2.58M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.33M

Top Sells

1
+$3.33M
2
+$3.08M
3
+$2.68M
4
BKNG icon
Booking.com
BKNG
+$1.03M
5
AIG icon
American International
AIG
+$788K

Sector Composition

1 Consumer Discretionary 23.19%
2 Communication Services 15.86%
3 Financials 11.86%
4 Industrials 6.32%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.23%
+738
52
– –
-20,000
53
– –
-600
54
– –
-2,949
55
– –
-90,000
1 2
3