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
$325M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$4.17M
3 +$3.95M
4
SU icon
Suncor Energy
SU
+$3.63M
5
WLL
Whiting Petroleum Corporation
WLL
+$3.19M

Top Sells

1 +$6.21M
2 +$1.55M
3 +$1.35M
4
WHZ
WHITING USA TR II TR UNIT (DE)
WHZ
+$1.28M
5
DMLP icon
Dorchester Minerals
DMLP
+$1.09M

Sector Composition

1 Energy 69.69%
2 Technology 5.57%
3 Healthcare 3.92%
4 Consumer Staples 2.03%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,496
152
-59