LFR

Lehman Financial Resources Portfolio holdings

AUM $213M
1-Year Est. Return 12.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.14M
3
+$2.82M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.56M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.48M

Top Sells

1
+$6.09M
2
+$4.42M
3
+$4.33M
4
INTC icon
Intel
INTC
+$3.53M
5
APA icon
APA Corp
APA
+$2.91M

Sector Composition

1 Utilities 37.72%
2 Energy 21.79%
3 Healthcare 6.52%
4 Financials 5.82%
5 Technology 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
118
352
$5K ﹤0.01%
250
353
$5K ﹤0.01%
10
354
$5K ﹤0.01%
166
355
$5K ﹤0.01%
54
356
$5K ﹤0.01%
150
357
$5K ﹤0.01%
200
358
$5K ﹤0.01%
+100
359
$4K ﹤0.01%
300
360
$4K ﹤0.01%
270
361
$4K ﹤0.01%
300
362
$4K ﹤0.01%
500
363
$4K ﹤0.01%
+100
364
$4K ﹤0.01%
224
365
$4K ﹤0.01%
+1,400
366
$4K ﹤0.01%
100
367
$4K ﹤0.01%
+100
368
$4K ﹤0.01%
292
369
$4K ﹤0.01%
50
370
$4K ﹤0.01%
778
371
$4K ﹤0.01%
322
372
$4K ﹤0.01%
100
373
$4K ﹤0.01%
250
374
$3K ﹤0.01%
200
375
$3K ﹤0.01%
200
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