Instuitional Investor - J. Derek Lewis & Associates Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Balanced | 1,337,192 | $50,759,393 | 9.59% | |
| 2. | Capital Group Dividend Value | 805,749 | $39,707,587 | 7.5% | |
| 3. | Capital Group Gbl Growth Eqt | 725,248 | $30,699,796 | 5.8% | |
| 4. | Capital Group Dividend Growe - SHS ETF | 760,192 | $28,514,999 | 5.39% | |
| 5. | Capital Group Growth Etf | 544,477 | $25,699,614 | 4.86% |
Hedge Fund Resource Center 
