Instuitional Investor - J. Derek Lewis & Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | J. Derek Lewis & Associates Inc. |
| Portfolio Value | $426,921,599 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Balanced | 1,146,334 | $40,499,972 | 9.49% | |
| 2. | Capital Group Dividend Value | 719,370 | $31,393,168 | 7.35% | |
| 3. | Capital Group Growth Etf | 471,036 | $20,947,252 | 4.91% | |
| 4. | Capital Grp Fixed Incm Etf T | 748,857 | $20,503,810 | 4.8% | |
| 5. | Capital Group Gbl Growth Eqt | 584,262 | $20,244,706 | 4.74% |
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