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
$191M
AUM Growth
-$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.33M
3
+$2.77M
4
OKTA icon
Okta
OKTA
+$2.77M
5
TRU icon
TransUnion
TRU
+$2.57M

Top Sells

1
+$6.51M
2
+$4.75M
3
+$4.13M
4
NOW icon
ServiceNow
NOW
+$3.94M
5
CSGP icon
CoStar Group
CSGP
+$3.19M

Sector Composition

1 Technology 29.5%
2 Consumer Discretionary 20.82%
3 Communication Services 19.42%
4 Financials 16.54%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,145
1 2 3
4