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

Top Buys

1
+$3.61M
2
+$3.32M
3
+$2.95M
4
EXC icon
Exelon
EXC
+$2.22M
5
GLD icon
SPDR Gold Trust
GLD
+$642K

Top Sells

1
+$4.97M
2
+$3.67M
3
+$549K
4
KND
Kindred Healthcare
KND
+$427K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$136K

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
176
$27K 0.02%
1,641
177
$26K 0.02%
400
178
$26K 0.02%
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179
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600
180
$25K 0.02%
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800
182
$25K 0.02%
2,642
183
$24K 0.02%
+600
184
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500
185
$24K 0.02%
136
-73
186
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239
187
$24K 0.02%
1,400
188
$24K 0.02%
466
189
$23K 0.01%
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190
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300
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191
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192
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400
193
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194
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195
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196
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197
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199
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$21K 0.01%
400
6 7
8
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