LA

Lucus Advisors Portfolio holdings

AUM $57.7M
1-Year Est. Return 0.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$509K
3
+$504K
4
HNI icon
HNI Corp
HNI
+$500K
5
NOG icon
Northern Oil and Gas
NOG
+$490K

Top Sells

1
+$384K
2
+$382K
3
+$365K
4
NUS icon
Nu Skin
NUS
+$360K
5
RS icon
Reliance Steel & Aluminium
RS
+$359K

Sector Composition

1 Healthcare 30.95%
2 Industrials 12.52%
3 Consumer Discretionary 11.4%
4 Technology 10.34%
5 Energy 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
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