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
$204M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.82M
3
+$3.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.27M
5
SLB icon
SLB Ltd
SLB
+$3.26M

Top Sells

1
+$9.46M
2
+$3.39M
3
+$2.33M
4
INTC icon
Intel
INTC
+$1.76M
5
RCI icon
Rogers Communications
RCI
+$1.11M

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
351
$4K ﹤0.01%
322
352
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343
353
$4K ﹤0.01%
+293
354
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250
355
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92
-700
356
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100
357
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166
358
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+50
359
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360
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361
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200
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365
$3K ﹤0.01%
520
366
$3K ﹤0.01%
200
367
$3K ﹤0.01%
200
368
$2K ﹤0.01%
42
369
$2K ﹤0.01%
64
370
$2K ﹤0.01%
665
371
$2K ﹤0.01%
634
372
$2K ﹤0.01%
56
373
$2K ﹤0.01%
91
+1
374
$2K ﹤0.01%
91
+1
375
$2K ﹤0.01%
200
-300
13 14
15
16 17