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LDFR
Lehman & Derafelo Financial Resources Portfolio holdings
AUM
$337M
1-Year Est. Return
8.16%
This Fund
S&P 500
This Quarter
Est. Return
-7.23%
1 Year Est. Return
-8.16%
3 Year Est. Return
+37.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$201M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow
% of AUM
104.83%
Top 10 Holdings %
Top 10 Hldgs %
62.4%
Holding
180
New
180
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NextEra Energy
NEE
|
+$49.9M |
| 2 |
XIFR
XPLR Infrastructure LP
XIFR
|
+$20.6M |
| 3 |
Amazon
AMZN
|
+$10.3M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$9.93M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.86M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 35.67% |
| 2 | Financials | 9.06% |
| 3 | Healthcare | 8.27% |
| 4 | Consumer Discretionary | 6.27% |
| 5 | Energy | 5.08% |
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Lehman & Derafelo Financial Resources's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Lehman & Derafelo Financial Resources, which disclosed 180 positions worth $201M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is NextEra Energy: 1,140,496 shares worth $49.6M.
By sector, the portfolio is most concentrated in Utilities at 36% of assets, followed by Financials and Healthcare.
- Lehman & Derafelo Financial Resources's largest Q4 2018 buy was NextEra Energy: 1,140,496 shares worth $49.6M.
- Lehman & Derafelo Financial Resources's ten largest holdings make up 62% of its $201M portfolio in Q4 2018.
- Lehman & Derafelo Financial Resources disclosed 180 positions in Q4 2018, its first 13F filing on record.
Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2018, filed 14 Feb 2019.