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

Top Buys

1 +$5.09M
2 +$3.88M
3 +$3.59M
4
SU icon
Suncor Energy
SU
+$3.27M
5
WLL
Whiting Petroleum Corporation
WLL
+$2.91M

Top Sells

1 +$6.21M
2 +$1.45M
3 +$1.31M
4
WHZ
WHITING USA TR II TR UNIT (DE)
WHZ
+$1.24M
5
VLO icon
Valero Energy
VLO
+$1.02M

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
-20,300
152
-9,496