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
$313M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$5.39M
3
+$4.1M
4
OXY icon
Occidental Petroleum
OXY
+$4.09M
5
DVN icon
Devon Energy
DVN
+$4.02M

Top Sells

1
+$7M
2
+$5.2M
3
+$5.06M
4
NFG icon
National Fuel Gas
NFG
+$4.63M
5
PXD
Pioneer Natural Resource Co.
PXD
+$4.43M

Sector Composition

1 Energy 69.79%
2 Technology 5.56%
3 Healthcare 3.49%
4 Materials 1.81%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,778
152
– –
-54,300
153
– –
-1,800
3 4 5 6
7