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
$218M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$1.49M
3 +$1.21M
4
ESV
Ensco Rowan plc
ESV
+$951K
5
RCI icon
Rogers Communications
RCI
+$638K

Top Sells

1 +$2.96M
2 +$1.85M
3 +$458K
4
JPM icon
JPMorgan Chase
JPM
+$275K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$93.4K

Sector Composition

1 Utilities 40.79%
2 Energy 19.21%
3 Healthcare 6.31%
4 Financials 4.32%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+8
452
$0 ﹤0.01%
250
453
$0 ﹤0.01%
14
454
$0 ﹤0.01%
92
455
-1
456
$0 ﹤0.01%
1
457
-500