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
$99.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.53M
3
+$3.42M
4
AMZN icon
Amazon
AMZN
+$3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.15%
2 Communication Services 16.71%
3 Financials 16.17%
4 Consumer Discretionary 12.2%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.32%
+4,000
77
$294K 0.28%
+3,000
78
$254K 0.24%
+5,000
79
$228K 0.21%
+8,653
80
– –
0
81
– –
0
1 2 3
4