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
1
$23M 10.17%
148,760
+20,300
2
$13.9M 6.13%
58,814
+13,379
3
$8.62M 3.81%
83,600
+13,300
4
$7.42M 3.28%
25,205
+4,540
5
$7.33M 3.24%
14,665
+11,555
6
$6.23M 2.75%
29,410
+12,440
7
$6.13M 2.71%
25,260
+17,760
8
$5.17M 2.29%
50,000
9
$4.89M 2.16%
40,000
10
$4.87M 2.15%
13,675
+3,675
11
$4.75M 2.1%
9,995
+3,625
12
$4.68M 2.07%
21,000
13
$4.58M 2.02%
15,000
14
$4.37M 1.93%
76,500
+50,200
15
$3.92M 1.73%
70,000
16
$3.92M 1.73%
81,225
+44,456
17
$3.52M 1.56%
10,000
+3,000
18
$3.42M 1.51%
182,500
19
$3.25M 1.44%
+39,550
20
$3.23M 1.43%
9,155
-4,480
21
$3.13M 1.38%
6,000
22
$2.92M 1.29%
10,000
23
$2.84M 1.26%
20,674
24
$2.68M 1.18%
10,000
+2,000
25
$2.58M 1.14%
7,000
+2,000
1
2 3 4 5