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
$145M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$42K

Top Sells

1 +$52M

Sector Composition

1 Healthcare 37.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$91.1M 62.99%
4,398,284
-2,507,770
2
$53.5M 37.01%
5,290,354
+4,151