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
$69.4M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$75.3K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 57.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.2M 57.91%
5,300,285
+9,931
2
$29.2M 42.09%
4,398,284