Instuitional Investor - J. Derek Lewis & Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | J. Derek Lewis & Associates Inc. |
| Portfolio Value | $444,626,256 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Balanced | 1,236,940 | $42,618,406 | 9.59% | |
| 2. | Capital Group Dividend Value | 754,921 | $32,115,564 | 7.22% | |
| 3. | Capital Group Dividend Growe - SHS ETF | 676,165 | $24,307,247 | 5.47% | |
| 4. | Capital Grp Fixed Incm Etf T | 820,211 | $22,241,594 | 5% | |
| 5. | Capital Group Gbl Growth Eqt | 656,978 | $21,954,219 | 4.94% |
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