LCM
Lucas Capital Management Portfolio holdings
AUM
$85.7M
1-Year Return
22.84%
This Quarter Return
-2.53%
1 Year Return
+22.84%
3 Year Return
+44.52%
5 Year Return
+87.31%
10 Year Return
–
AUM
$344M
AUM Growth
–
Cap. Flow
+$344M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
139
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WLL
Whiting Petroleum Corporation
WLL
|
$80.5M |
| 2 |
SBR
Sabine Royalty Trust
SBR
|
$18.9M |
| 3 |
Dorchester Minerals
DMLP
|
$11.9M |
| 4 |
Occidental Petroleum
OXY
|
$10M |
| 5 |
ROYT
PACIFIC COAST OIL TRUST
ROYT
|
$9.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 72.94% |
| 2 | Technology | 4.72% |
| 3 | Healthcare | 2.66% |
| 4 | Industrials | 1.67% |
| 5 | Materials | 1.61% |
