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
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$5.61M
3 +$5.03M
4
CRM icon
Salesforce
CRM
+$4.87M
5
PEGA icon
Pegasystems
PEGA
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.42%
2 Financials 19.01%
3 Consumer Discretionary 16.96%
4 Communication Services 11.08%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$228K 0.16%
+7,559