LFR

Lehman Financial Resources Portfolio holdings

AUM $213M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$3.79M
3 +$3.54M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M

Top Sells

1 +$9.96M
2 +$3.61M
3 +$2.29M
4
INTC icon
Intel
INTC
+$1.83M
5
RCI icon
Rogers Communications
RCI
+$1.12M

Sector Composition

1 Utilities 36.73%
2 Energy 21.25%
3 Financials 6.15%
4 Healthcare 6.13%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
208
327
$6K ﹤0.01%
495
328
$6K ﹤0.01%
300
329
$6K ﹤0.01%
250
330
$6K ﹤0.01%
300
331
$6K ﹤0.01%
12,000
332
$6K ﹤0.01%
214
333
$6K ﹤0.01%
185
334
$6K ﹤0.01%
+178
335
$5K ﹤0.01%
100
336
$5K ﹤0.01%
50
337
$5K ﹤0.01%
250
338
$5K ﹤0.01%
200
339
$5K ﹤0.01%
400
340
$5K ﹤0.01%
+103
341
$5K ﹤0.01%
778
342
$5K ﹤0.01%
300
343
$5K ﹤0.01%
224
344
$5K ﹤0.01%
54
345
$5K ﹤0.01%
150
346
$5K ﹤0.01%
200
347
$5K ﹤0.01%
200
348
$5K ﹤0.01%
135
+79
349
$5K ﹤0.01%
1,000
350
$4K ﹤0.01%
+74