LEP

Lee Equity Partners Portfolio holdings

AUM $71.1M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$50.2M
2 +$20.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 70.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBTX
1
DELISTED
Independent Bank Group, Inc.
IBTX
$50.2M 70.61%
+1,096,796
FRSH
2
DELISTED
Papa Murphy's Holdings, Inc
FRSH
$20.9M 29.39%
+4,398,284