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
$177M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.71M
3
+$2.87M
4
TSLA icon
Tesla
TSLA
+$2.69M
5
SPGI icon
S&P Global
SPGI
+$2.02M

Top Sells

1
+$4.35M
2
+$3.52M
3
+$3.47M
4
OKTA icon
Okta
OKTA
+$2.61M
5
SMAR
Smartsheet Inc.
SMAR
+$2.24M

Sector Composition

1 Consumer Discretionary 26.66%
2 Technology 22.39%
3 Communication Services 18.19%
4 Financials 15.95%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
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