LCM

Lee Capital Management Portfolio holdings

AUM $132M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.53M
3
+$3.42M
4
AMZN icon
Amazon
AMZN
+$3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.15%
2 Communication Services 16.71%
3 Financials 16.17%
4 Consumer Discretionary 12.2%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.35%
+61,776
27
$1.38M 1.3%
+20,062
28
$1.32M 1.24%
+16,250
29
$1.32M 1.24%
+18,190
30
$1.32M 1.24%
+144,412
31
$1.29M 1.22%
+15,000
32
$1.24M 1.17%
+19,934
33
$1.2M 1.13%
+10,000
34
$1.18M 1.11%
+22,750
35
$1.15M 1.08%
+4,000
36
$1.15M 1.08%
+9,600
37
$1.14M 1.07%
+15,000
38
$1.1M 1.04%
+50,000
39
$1.05M 0.99%
+13,963
40
$1.03M 0.97%
+10,000
41
$1.02M 0.96%
+56,472
42
$966K 0.91%
+38,720
43
$962K 0.91%
+10,400
44
$927K 0.87%
+10,000
45
$903K 0.85%
+25,000
46
$867K 0.82%
+7,000
47
$858K 0.81%
+10,000
48
$851K 0.8%
+26,480
49
$834K 0.78%
+7,000
50
$825K 0.78%
+12,000
1
2
3 4