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
$123M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.17M
3
+$3.15M
4
HUBS icon
HubSpot
HUBS
+$2.27M
5
ACN icon
Accenture
ACN
+$2.12M

Top Sells

1
+$7.81M
2
+$3.75M
3
+$3.29M
4
ZEN
ZENDESK INC
ZEN
+$2.93M
5
MCO icon
Moody's
MCO
+$2.87M

Sector Composition

1 Technology 35.73%
2 Financials 17.97%
3 Consumer Discretionary 17.89%
4 Communication Services 11.58%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.17%
+800
52
$84K 0.07%
+25,000
53
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-5,500
54
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-7,790
55
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56
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-7,500
57
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58
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0
59
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-8,130
60
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-49,390
61
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-13,595
62
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0
63
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-80,000
64
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66
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-100,000
67
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68
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69
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0
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71
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-398
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73
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-12,365
74
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-24,355
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