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

Top Buys

1
+$5.71M
2
+$5.2M
3
+$4.97M
4
AMZN icon
Amazon
AMZN
+$4.86M
5
DXC icon
DXC Technology
DXC
+$4.82M

Top Sells

1
+$3.26M
2
+$3.24M
3
+$2.64M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
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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