LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
1-Year Return
0.58%
This Quarter Return
-3.28%
1 Year Return
+0.58%
3 Year Return
-16.53%
5 Year Return
–
10 Year Return
–
AUM
$42.5M
AUM Growth
-$73.5M
(-63%)
Cap. Flow
-$72.1M
Cap. Flow
% of AUM
-169.6%
Top 10 Holdings %
Top 10 Hldgs %
83.68%
Holding
241
New
30
Increased
–
Reduced
20
Closed
187
Top Buys
| 1 |
Simon Property Group
SPG
|
$485K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$242K |
| 3 |
Stagwell
STGW
|
$163K |
| 4 |
FGP
Ferrellgas Partners, L.P.
FGP
|
$163K |
| 5 |
Forestar Group
FOR
|
$162K |
Top Sells
| 1 |
Skechers
SKX
|
$458K |
| 2 |
Deutsche Bank
DB
|
$447K |
| 3 |
Synaptics
SYNA
|
$417K |
| 4 |
OMN
OMNOVA Solutions Inc.
OMN
|
$411K |
| 5 |
Delek US
DK
|
$409K |
Sector Composition
| 1 | Healthcare | 71.7% |
| 2 | Consumer Discretionary | 4.64% |
| 3 | Industrials | 3.7% |
| 4 | Technology | 2.97% |
| 5 | Financials | 2.63% |
