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
$99.2M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$751K
3
+$647K
4
GS icon
Goldman Sachs
GS
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$568K

Top Sells

1
+$1.14M
2
+$1.06M
3
+$794K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$669K
5
NFLX icon
Netflix
NFLX
+$647K

Sector Composition

1 Consumer Discretionary 22.22%
2 Financials 14.08%
3 Communication Services 12.86%
4 Technology 8.04%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.36%
+3,102
52
$382K 0.35%
8,129
-1,908
53
$325K 0.3%
+2,945
54
$255K 0.24%
10,000
-10,000
55
$243K 0.22%
20,000
-20,000
56
– –
-16,000
57
– –
-5,254
58
– –
-4,781
59
– –
-19,860
60
– –
-15,000
1 2
3