LFR
Lehman Financial Resources Portfolio holdings
AUM
$213M
1-Year Est. Return
12.03%
1 Year Est. Return
+12.03%
AUM
$213M
AUM Growth
+$14.9M
(+7.5%)
Holding
105
Top Buys
| 1 | +$3.56M | |
| 2 | +$1.14M | |
| 3 | +$637K | |
| 4 |
XIFR
XPLR Infrastructure LP
XIFR
|
+$485K |
| 5 |
AABA
Altaba Inc
AABA
|
+$443K |
Top Sells
| 1 | +$3.03M | |
| 2 | +$639K | |
| 3 | +$252K | |
| 4 |
Bank of America
BAC
|
+$177K |
| 5 |
Pfizer
PFE
|
+$145K |
Sector Composition
| 1 | Utilities | 34.13% |
| 2 | Financials | 9.71% |
| 3 | Energy | 8.69% |
| 4 | Healthcare | 8.22% |
| 5 | Technology | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SiriusXM
SIRI
$7.2B
| $100K | 0.05% |
1,595
|
|
||
|
NHA
102
DELISTED
Nuveen Municipal 2021 Target Term Fund
NHA
| $98K | 0.05% |
10,417
|
|
||
|
VISL
103
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
| $9K | ﹤0.01% |
18
+5
|
|
||
104
Hanesbrands
HBI
$2.44B
| – | – |
-137,500
|
|
||
105
TSMC
TSM
$1.53T
| – | – |
-6,900
|
|