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
$190M
AUM Growth
-$551K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.63M
3
+$2.27M
4
SMAR
Smartsheet Inc.
SMAR
+$2.24M
5
COUP
Coupa Software Incorporated
COUP
+$2.03M

Top Sells

1
+$4.34M
2
+$3.67M
3
+$3.01M
4
CRM icon
Salesforce
CRM
+$2.97M
5
ACN icon
Accenture
ACN
+$2.97M

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 21.9%
3 Communication Services 17.85%
4 Financials 13.3%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-50,000
77
– –
-6,685
78
– –
-2,450
79
– –
-25,000
80
– –
-14,000
81
– –
-11,780
82
– –
-70,180
83
– –
-12,500
1 2 3
4