LDFR

Lehman & Derafelo Financial Resources Portfolio holdings

AUM $337M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
-8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$19.5M
3 +$9.7M
4
AMZN icon
Amazon
AMZN
+$9.27M
5
PFE icon
Pfizer
PFE
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 35.67%
2 Financials 9.06%
3 Healthcare 8.27%
4 Consumer Discretionary 6.27%
5 Energy 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+120
177
$1K ﹤0.01%
+19
178
$0 ﹤0.01%
+3
179
$0 ﹤0.01%
+8
180
$0 ﹤0.01%
+3