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
1
$4.36M 3.88%
90,000
+10,000
2
$2.87M 2.55%
19,000
-1,000
3
$2.84M 2.53%
18,500
4
$2.81M 2.5%
78,000
5
$2.67M 2.38%
47,000
+29,000
6
$2.58M 2.3%
55,600
-24,000
7
$2.47M 2.2%
15,288
8
$2.36M 2.1%
52,000
-14,000
9
$2.34M 2.09%
34,000
10
$2.29M 2.04%
34,740
11
$2.25M 2.01%
41,203
+398
12
$2.19M 1.95%
70,000
+5,000
13
$2.18M 1.94%
+50,000
14
$2.14M 1.91%
55,000
-5,000
15
$2.12M 1.88%
226,092
-20,000
16
$2.1M 1.87%
22,410
-9,000
17
$2.1M 1.87%
+10,000
18
$2.08M 1.85%
18,000
19
$2.08M 1.85%
24,000
+17,000
20
$2.03M 1.81%
10,000
21
$2.01M 1.79%
7,000
22
$1.98M 1.76%
10,000
23
$1.87M 1.67%
1,000
24
$1.81M 1.61%
23,000
25
$1.75M 1.55%
12,521
1
2 3 4