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
$121M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.78M
3
+$1.75M
4
ULTI
Ultimate Software Group Inc
ULTI
+$1.61M
5
DXC icon
DXC Technology
DXC
+$1.5M

Top Sells

1
+$1.81M
2
+$1.57M
3
+$1.41M
4
CMCSA icon
Comcast
CMCSA
+$1.35M
5
TSS
Total System Services, Inc.
TSS
+$1.05M

Sector Composition

1 Technology 24.24%
2 Consumer Discretionary 19.59%
3 Communication Services 14.29%
4 Financials 13.96%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.26%
5,000
-5,000
77
$319K 0.26%
5,000
78
$259K 0.21%
5,000
79
$235K 0.19%
7,937
80
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-20,000
81
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-65,000
82
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-5,000
83
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84
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0
85
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-25,000
86
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-6,000
87
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88
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0
89
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-13,240
90
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-10,000
91
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-14,116
1 2 3
4