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

Top Buys

1
+$2.75M
2
+$1.8M
3
+$1.67M
4
PEGA icon
Pegasystems
PEGA
+$1.58M
5
PCTY icon
Paylocity
PCTY
+$1.57M

Top Sells

1
+$5.56M
2
+$5.17M
3
+$4.4M
4
META icon
Meta Platforms (Facebook)
META
+$4.17M
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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