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
$90M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.75M
3
+$2.58M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.33M

Top Sells

1
+$3.33M
2
+$3.08M
3
+$2.68M
4
BKNG icon
Booking.com
BKNG
+$1.03M
5
AIG icon
American International
AIG
+$788K

Sector Composition

1 Consumer Discretionary 23.19%
2 Communication Services 15.86%
3 Financials 11.86%
4 Industrials 6.32%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 11.48%
116,000
2
$3.83M 4.26%
+51,801
3
$3.81M 4.24%
10,000
4
$3.77M 4.2%
32,000
5
$3.57M 3.96%
10,000
6
$3.52M 3.91%
60,000
7
$3.14M 3.49%
9,000
8
$2.75M 3.06%
+30,026
9
$2.58M 2.86%
+100,176
10
$2.4M 2.67%
140,000
11
$2.35M 2.62%
10,000
12
$2.34M 2.6%
+20,552
13
$2.33M 2.59%
+31,059
14
$2.3M 2.56%
12,000
15
$2.17M 2.42%
10,000
16
$2.1M 2.34%
+37,440
17
$1.98M 2.2%
10,000
18
$1.9M 2.11%
40,000
19
$1.87M 2.08%
10,288
-4,000
20
$1.82M 2.03%
10,000
21
$1.76M 1.96%
30,000
22
$1.75M 1.95%
26,541
-50,431
23
$1.67M 1.85%
10,000
+3,000
24
$1.63M 1.81%
70,000
+10,000
25
$1.5M 1.67%
25,831
-46,079
1
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