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
76
$377K 0.34%
13,240
77
$295K 0.26%
5,000
78
$279K 0.25%
5,000
-2,000
79
$228K 0.2%
7,937
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81
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0
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4