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
$93.5M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$958K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
EOLS icon
Evolus
EOLS
+$585K

Top Sells

1
+$917K
2
+$880K
3
+$706K
4
SKX
Skechers
SKX
+$672K
5
FOXA icon
Fox Class A
FOXA
+$551K

Sector Composition

1 Consumer Discretionary 22.84%
2 Communication Services 13.47%
3 Financials 12.39%
4 Technology 6.7%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 11.74%
116,000
2
$4.29M 4.58%
32,000
3
$3.67M 3.93%
10,000
4
$3.66M 3.92%
46,941
-4,860
5
$3.64M 3.89%
10,000
6
$3.24M 3.47%
60,000
7
$3.12M 3.34%
9,000
8
$3.06M 3.27%
+35,000
9
$2.91M 3.11%
14,000
+2,000
10
$2.65M 2.83%
10,000
11
$2.56M 2.74%
27,649
-2,377
12
$2.51M 2.69%
140,000
13
$2.45M 2.62%
88,804
-11,372
14
$2.23M 2.39%
10,000
15
$2.23M 2.38%
18,695
-1,857
16
$2.18M 2.33%
28,114
-2,945
17
$2.13M 2.28%
+43,340
18
$2.06M 2.2%
10,000
19
$1.98M 2.12%
40,000
20
$1.95M 2.09%
33,630
-3,810
21
$1.93M 2.06%
10,000
22
$1.83M 1.96%
70,000
23
$1.79M 1.91%
10,288
24
$1.7M 1.81%
10,000
25
$1.62M 1.74%
30,000
1
2 3