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
$121M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.46M
3
+$4.44M
4
SPGI icon
S&P Global
SPGI
+$3.97M
5
WNS
WNS Holdings
WNS
+$3.83M

Top Sells

1
+$3.26M
2
+$3.24M
3
+$2.64M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.6M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.33M

Sector Composition

1 Technology 31.33%
2 Financials 22.57%
3 Consumer Discretionary 18.24%
4 Communication Services 16.67%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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-6,900
86
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87
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-25,000
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4