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
$156M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$3.43M
3 +$2.94M
4
EXC icon
Exelon
EXC
+$2.15M
5
GLD icon
SPDR Gold Trust
GLD
+$641K

Top Sells

1 +$4.83M
2 +$3.71M
3 +$510K
4
KND
Kindred Healthcare
KND
+$399K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$166K

Sector Composition

1 Utilities 36%
2 Energy 20.15%
3 Financials 8.23%
4 Healthcare 6.6%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4
402
$0 ﹤0.01%
51
403
-34