LCM

Lucas Capital Management Portfolio holdings

AUM $85.7M
1-Year Est. Return 22.84%
This Fund
S&P 500
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 +$420K
2 +$243K
3 +$210K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$206K
5
JNJ icon
Johnson & Johnson
JNJ
+$206K

Top Sells

1 +$473K
2 +$466K
3 +$465K
4
CELG
Celgene Corp
CELG
+$352K
5
AMZN icon
Amazon
AMZN
+$287K

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