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
$219M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.31M
3
+$3.25M
4
MSFT icon
Microsoft
MSFT
+$3.15M
5
AMZN icon
Amazon
AMZN
+$3.14M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.58M
4
ICE icon
Intercontinental Exchange
ICE
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M

Sector Composition

1 Technology 31.22%
2 Consumer Discretionary 21.71%
3 Financials 16.77%
4 Communication Services 15.67%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.58%
25,000
+5,000
52
$1.3M 0.58%
30,000
53
$1.25M 0.55%
+9,375
54
$1.09M 0.48%
+2,960
55
$1.09M 0.48%
16,740
+295
56
$1.09M 0.48%
20,000
-7,000
57
$1.08M 0.48%
+14,856
58
$1.07M 0.47%
+17,500
59
$1.05M 0.47%
+7,415
60
$1.03M 0.46%
+18,000
61
$997K 0.44%
+100,000
62
$980K 0.43%
+18,195
63
$972K 0.43%
+15,000
64
$952K 0.42%
2,500
65
$948K 0.42%
7,000
66
$911K 0.4%
+20,000
67
$883K 0.39%
19,500
+7,500
68
$872K 0.39%
+8,040
69
$846K 0.37%
+3,695
70
$788K 0.35%
10,000
71
$775K 0.34%
+3,845
72
$700K 0.31%
+70,000
73
$689K 0.3%
5,500
74
$675K 0.3%
6,000
+2,000
75
$598K 0.26%
+3,200
1 2
3
4 5