LCH

Lee Capital Holdings Portfolio holdings

AUM $62.1M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.2M
3
+$4.97M
4
AMZN icon
Amazon
AMZN
+$4.86M
5
DXC icon
DXC Technology
DXC
+$4.82M

Top Sells

1
+$3.26M
2
+$3.24M
3
+$2.64M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.33M

Sector Composition

1 Technology 31.33%
2 Financials 22.57%
3 Consumer Discretionary 18.24%
4 Communication Services 16.67%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.39%
5,456
+255
52
$459K 0.38%
+3,365
53
$456K 0.38%
+12,660
54
$454K 0.38%
+3,595
55
$415K 0.34%
+9,990
56
$414K 0.34%
5,000
57
$389K 0.32%
2,915
-187
58
$287K 0.24%
2,363
-582
59
$219K 0.18%
+1,478
60
– –
-10,000
61
– –
-14,000
62
– –
0
63
– –
-2,500
64
– –
-40,000
65
– –
-4,244
66
– –
-10,480
67
– –
-3,264
68
– –
-8,743
69
– –
-4,500
70
– –
-25,000
71
– –
-61,060
72
– –
-59,378
73
– –
-43,441
74
– –
-84,395
75
– –
-27,782
1 2
3
4