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
$110M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.78M
3
+$1.62M
4
EXPE icon
Expedia Group
EXPE
+$1.51M
5
PNRA
Panera Bread Co
PNRA
+$1.31M

Top Sells

1
+$2.15M
2
+$1.72M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.44M
5
V icon
Visa
V
+$1.32M

Sector Composition

1 Communication Services 20.53%
2 Technology 20.47%
3 Consumer Discretionary 16.72%
4 Financials 15.36%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.5%
21,100
+6,100
27
$1.62M 1.45%
+19,500
28
$1.61M 1.44%
12,521
+2,921
29
$1.56M 1.4%
23,000
+11,000
30
$1.56M 1.39%
18,190
31
$1.51M 1.35%
+12,000
32
$1.49M 1.33%
20,062
33
$1.47M 1.31%
61,776
34
$1.43M 1.28%
16,250
35
$1.33M 1.19%
9,000
+2,000
36
$1.32M 1.18%
10,000
37
$1.31M 1.17%
4,000
38
$1.31M 1.17%
+5,000
39
$1.3M 1.16%
19,934
40
$1.27M 1.14%
58,106
+1,634
41
$1.25M 1.12%
20,000
-10,000
42
$1.24M 1.11%
22,750
43
$1.18M 1.06%
50,000
44
$1.17M 1.04%
+25,000
45
$1.13M 1.01%
10,000
46
$1.12M 1%
+18,000
47
$1.1M 0.98%
12,500
-2,500
48
$1.05M 0.94%
+12,000
49
$1.01M 0.9%
150,000
+50,000
50
$1.01M 0.9%
6,000
+1,000
1
2
3 4