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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$5.61M
3
+$5.03M
4
CRM icon
Salesforce
CRM
+$4.87M
5
PEGA icon
Pegasystems
PEGA
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.42%
2 Financials 19.01%
3 Consumer Discretionary 16.96%
4 Communication Services 11.08%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.24M 6.53%
+108,720
2
$5.61M 3.97%
+56,897
3
$5.03M 3.56%
+89,080
4
$4.87M 3.44%
+35,670
5
$4.51M 3.19%
+164,612
6
$3.91M 2.77%
+10,000
7
$3.86M 2.73%
+29,137
8
$3.54M 2.5%
+59,445
9
$3.35M 2.37%
+10,000
10
$3.35M 2.37%
+72,392
11
$3.29M 2.32%
+20,080
12
$3.27M 2.31%
+58,660
13
$3.24M 2.29%
+43,676
14
$2.86M 2.02%
+14,788
15
$2.74M 1.94%
+10,000
16
$2.66M 1.88%
+36,220
17
$2.52M 1.78%
+20,829
18
$2.5M 1.77%
+30,620
19
$2.45M 1.73%
+117,110
20
$2.42M 1.71%
+47,398
21
$2.37M 1.67%
+45,635
22
$2.34M 1.66%
+72,828
23
$2.34M 1.66%
+12,000
24
$2.19M 1.55%
+20,033
25
$2.15M 1.52%
+81,049
1
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