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
$109M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.96M
3
+$1.95M
4
PEGA icon
Pegasystems
PEGA
+$1.84M
5
FISV
Fiserv Inc
FISV
+$1.62M

Top Sells

1
+$7.01M
2
+$5.44M
3
+$5.02M
4
META icon
Meta Platforms (Facebook)
META
+$4.54M
5
CRM icon
Salesforce
CRM
+$3.52M

Sector Composition

1 Technology 35.78%
2 Consumer Discretionary 24.32%
3 Financials 17.1%
4 Communication Services 13.26%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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65
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