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
$219M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.31M
3
+$3.25M
4
MSFT icon
Microsoft
MSFT
+$3.15M
5
AMZN icon
Amazon
AMZN
+$3.14M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.58M
4
ICE icon
Intercontinental Exchange
ICE
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M

Sector Composition

1 Technology 31.22%
2 Consumer Discretionary 21.71%
3 Financials 16.77%
4 Communication Services 15.67%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-4,771
102
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-1,710
103
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-5,250
104
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0
105
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-1,600
106
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-2,795
107
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-1,280
108
– –
-11,425
109
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-1,295
110
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-2,315
111
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-5,311
112
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-6,000
113
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-2,285
114
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-12,150
115
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-1,272
116
– –
-50,000
117
– –
-50,000
1 2 3 4
5