LCM
Lee Capital Management Portfolio holdings
AUM
$132M
1-Year Return
20.55%
This Quarter Return
+5.1%
1 Year Return
+20.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$15.8M
(+14%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
92
New
20
Increased
12
Reduced
11
Closed
14
Top Buys
| 1 |
Accenture
ACN
|
+$3.99M |
| 2 |
Raymond James Financial
RJF
|
+$3.09M |
| 3 |
CME Group
CME
|
+$2.83M |
| 4 |
Charles Schwab
SCHW
|
+$2.72M |
| 5 |
Blackstone
BX
|
+$2.4M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$3.95M |
| 2 |
Expedia Group
EXPE
|
+$2.76M |
| 3 |
SS&C Technologies
SSNC
|
+$2.69M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.64M |
| 5 |
Euronet Worldwide
EEFT
|
+$2.11M |
Sector Composition
| 1 | Financials | 21.33% |
| 2 | Technology | 18.46% |
| 3 | Consumer Discretionary | 18.15% |
| 4 | Communication Services | 11.7% |
| 5 | Industrials | 6.69% |
