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
-$18K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$836K
3
+$794K
4
EBAY icon
eBay
EBAY
+$624K
5
T icon
AT&T
T
+$568K

Top Sells

1
+$2.71M
2
+$1.12M
3
+$935K
4
NFLX icon
Netflix
NFLX
+$535K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$383K

Sector Composition

1 Consumer Discretionary 24.03%
2 Financials 12.32%
3 Communication Services 11.82%
4 Technology 8%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.72M 9.08%
112,000
-4,000
2
$4.45M 4.16%
32,000
3
$3.81M 3.56%
10,000
4
$3.66M 3.42%
60,000
5
$3.25M 3.04%
14,000
6
$2.85M 2.66%
35,331
-11,610
7
$2.72M 2.54%
10,000
8
$2.61M 2.44%
140,000
9
$2.51M 2.34%
15,000
+5,000
10
$2.36M 2.21%
84,395
-4,409
11
$2.33M 2.18%
25,903
-1,746
12
$2.28M 2.13%
10,000
13
$2.26M 2.11%
9,000
14
$2.24M 2.09%
40,000
15
$2.18M 2.03%
18,026
-669
16
$2.16M 2.02%
10,000
17
$2.16M 2.02%
27,782
-332
18
$2.15M 2.01%
43,441
+101
19
$2.14M 2%
8,000
-2,000
20
$2.08M 1.95%
33,917
+287
21
$2.02M 1.89%
10,288
22
$1.92M 1.8%
29,675
+6,446
23
$1.88M 1.75%
70,000
24
$1.86M 1.74%
47,347
+10,848
25
$1.83M 1.71%
30,000
1
2 3