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
-$414K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$325K
2 +$70.8K
3 +$18.8K
4
METCB icon
Ramaco Resources Class B
METCB
+$4.06K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 6.73%
3 Healthcare 3.2%
4 Financials 2.63%
5 Communication Services 2.16%