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
$93.5M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$958K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
EOLS icon
Evolus
EOLS
+$585K

Top Sells

1
+$917K
2
+$880K
3
+$706K
4
SKX
Skechers
SKX
+$672K
5
FOXA icon
Fox Class A
FOXA
+$551K

Sector Composition

1 Consumer Discretionary 22.84%
2 Communication Services 13.47%
3 Financials 12.39%
4 Technology 6.7%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,407
52
– –
-15,000
53
– –
-10,000
54
– –
-12,300
55
– –
-20,000
1 2
3