LCM

Lee Capital Management Portfolio holdings

AUM $132M
1-Year Est. Return 21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21%
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
+$2.11M
2
+$2.09M
3
+$1.8M
4
CRM icon
Salesforce
CRM
+$1.48M
5
TSS
Total System Services, Inc.
TSS
+$1.03M

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
51
$872K 0.82%
10,000
+6,000
52
$869K 0.82%
32,282
+316
53
$845K 0.79%
26,248
+255
54
$845K 0.79%
+6,000
55
$834K 0.78%
+25,000
56
$822K 0.77%
+30,000
57
$704K 0.66%
+45,000
58
$671K 0.63%
60,000
59
$641K 0.6%
10,480
60
$638K 0.6%
6,000
-2,000
61
$631K 0.59%
11,846
62
$621K 0.58%
10,000
63
$606K 0.57%
10,000
-5,000
64
$596K 0.56%
4,000
-8,000
65
$593K 0.56%
8,000
66
$583K 0.55%
10,000
+2,500
67
$576K 0.54%
10,000
-9,000
68
$565K 0.53%
7,000
69
$556K 0.52%
+20,000
70
$545K 0.51%
+10,000
71
$544K 0.51%
7,300
72
$502K 0.47%
+5,000
73
$498K 0.47%
3,000
74
$493K 0.46%
3,509
+701
75
$467K 0.44%
65,000
+10,000
1 2
3
4