LDFR

Lehman & Derafelo Financial Resources Portfolio holdings

AUM $337M
1-Year Est. Return 8.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.16%
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 +$49.9M
2 +$20.6M
3 +$10.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.86M

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%
+8
179
$0 ﹤0.01%
+3
180
$0 ﹤0.01%
+3