JDLA

J. Derek Lewis & Associates Portfolio holdings

AUM $427M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 6.72%
3 Healthcare 3.19%
4 Financials 2.73%
5 Communication Services 2.16%