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
$90.3M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 41.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.6M 58.18%
4,398,284
2
$37.8M 41.82%
5,290,354