LCM
Lucas Capital Management Portfolio holdings
AUM
$85.7M
1-Year Return
22.84%
This Quarter Return
+1.34%
1 Year Return
+22.84%
3 Year Return
+44.52%
5 Year Return
+87.31%
10 Year Return
–
AUM
$78.5M
AUM Growth
-$5.97M
(-7.1%)
Cap. Flow
-$6.12M
Cap. Flow
% of AUM
-7.8%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
53
New
1
Increased
19
Reduced
22
Closed
7
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$510K |
| 2 |
LBAI
Lakeland Bancorp Inc
LBAI
|
$459K |
| 3 |
Western Midstream Partners
WES
|
$325K |
| 4 |
Hovnanian Enterprises
HOV
|
$307K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$288K |
Top Sells
Sector Composition
| 1 | Energy | 16.73% |
| 2 | Technology | 7.72% |
| 3 | Healthcare | 7.19% |
| 4 | Consumer Staples | 5.46% |
| 5 | Communication Services | 4.06% |