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
51
$872K 0.78%
10,000
+6,000
52
$869K 0.77%
16,141
+158
53
$845K 0.75%
+6,000
54
$845K 0.75%
26,248
+255
55
$834K 0.74%
+25,000
56
$822K 0.73%
+30,000
57
$704K 0.63%
+45,000
58
$671K 0.6%
60,000
59
$641K 0.57%
10,480
60
$638K 0.57%
6,000
-2,000
61
$631K 0.56%
4,957
62
$621K 0.55%
10,000
63
$606K 0.54%
10,000
-5,000
64
$596K 0.53%
4,000
-8,000
65
$593K 0.53%
8,000
66
$583K 0.52%
10,000
+2,500
67
$576K 0.51%
10,000
-9,000
68
$565K 0.5%
7,000
69
$556K 0.49%
+20,000
70
$545K 0.49%
+10,000
71
$544K 0.48%
7,300
72
$502K 0.45%
+5,000
73
$498K 0.44%
3,000
74
$493K 0.44%
3,509
+701
75
$467K 0.42%
65,000
+10,000
1 2
3
4