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
$162M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Sells

1 +$2.75M
2 +$2.53M
3 +$1.85M
4
ADT
ADT Corp
ADT
+$1.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$729K

Sector Composition

1 Utilities 35.03%
2 Energy 20.29%
3 Financials 8.31%
4 Healthcare 6.91%
5 Technology 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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