LCM

Lucas Capital Management Portfolio holdings

AUM $85.7M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$425K
2 +$237K
3 +$215K
4
CSX icon
CSX Corp
CSX
+$210K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$208K

Top Sells

1 +$518K
2 +$475K
3 +$453K
4
CELG
Celgene Corp
CELG
+$337K
5
AMZN icon
Amazon
AMZN
+$308K

Sector Composition

1 Energy 18.09%
2 Healthcare 12.84%
3 Technology 7.72%
4 Communication Services 6.27%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,098