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
-$18K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$836K
3
+$794K
4
EBAY icon
eBay
EBAY
+$624K
5
T icon
AT&T
T
+$568K

Top Sells

1
+$2.71M
2
+$1.12M
3
+$935K
4
NFLX icon
Netflix
NFLX
+$535K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$383K

Sector Composition

1 Consumer Discretionary 24.03%
2 Financials 12.32%
3 Communication Services 11.82%
4 Technology 8%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.2%
+5,254
52
$214K 0.2%
+4,781
53
– –
-5,608
1 2
3