LCH
Lee Capital Holdings Portfolio holdings
AUM $62.1M
1-Year Return
19.93%
This Quarter Return
-12.78%
1 Year Return
-19.93%
3 Year Return
+35.03%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$21.8M
(+22%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
24.32%
Top 10 Holdings %
Top 10 Hldgs %
46.77%
Holding
87
New
31
Increased
13
Reduced
2
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
+$4.9M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$4.46M |
| 3 |
Nasdaq
NDAQ
|
+$4.44M |
| 4 |
S&P Global
SPGI
|
+$3.97M |
| 5 |
WNS Holdings
WNS
|
+$3.83M |
Top Sells
| 1 |
Boeing
BA
|
+$3.26M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$3.24M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.64M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$2.6M |
| 5 |
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% |
