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
$106M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.65M
4
CRM icon
Salesforce
CRM
+$1.47M
5
TSS
Total System Services, Inc.
TSS
+$1.05M

Top Sells

1
+$2.33M
2
+$1.69M
3
+$1.68M
4
WDAY icon
Workday
WDAY
+$1.62M
5
EEFT icon
Euronet Worldwide
EEFT
+$1.56M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 19.62%
3 Financials 16.13%
4 Communication Services 15.06%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.54%
45,000
-4,000
27
$1.64M 1.46%
100,000
28
$1.6M 1.43%
20,253
+191
29
$1.57M 1.4%
5,000
30
$1.54M 1.37%
62,391
+615
31
$1.49M 1.33%
10,000
+1,000
32
$1.47M 1.31%
16,409
+159
33
$1.39M 1.24%
10,000
34
$1.37M 1.22%
20,128
+194
35
$1.36M 1.21%
8,500
+2,500
36
$1.26M 1.12%
22,972
+222
37
$1.25M 1.11%
20,000
38
$1.22M 1.08%
10,000
39
$1.21M 1.08%
50,000
40
$1.07M 0.95%
140,000
-10,000
41
$1.05M 0.93%
+18,000
42
$1.04M 0.93%
+10,000
43
$1.03M 0.92%
+35,000
44
$1.01M 0.9%
3,000
-1,000
45
$993K 0.88%
+16,000
46
$957K 0.85%
15,000
-19,000
47
$936K 0.83%
14,000
-20,000
48
$916K 0.82%
14,116
+153
49
$900K 0.8%
50,000
50
$891K 0.79%
17,146
+162
1
2
3 4