LCM
Lee Capital Management Portfolio holdings
AUM
$132M
1-Year Return
20.55%
This Quarter Return
+9.93%
1 Year Return
+20.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$10.5M
(+11%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
25.32%
Holding
100
New
19
Increased
17
Reduced
16
Closed
14
Top Buys
| 1 |
NYRT
New York REIT, Inc.
NYRT
|
+$2.33M |
| 2 |
MGM Resorts International
MGM
|
+$1.78M |
| 3 |
Workday
WDAY
|
+$1.62M |
| 4 |
Expedia Group
EXPE
|
+$1.51M |
| 5 |
PNRA
Panera Bread Co
PNRA
|
+$1.31M |
Top Sells
| 1 |
ACAS
American Capital Ltd
ACAS
|
+$2.15M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$1.72M |
| 3 |
PTC
PTC
|
+$1.64M |
| 4 |
Apple
AAPL
|
+$1.44M |
| 5 |
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% |
