LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
This Quarter Return
+0.06%
1 Year Return
+0.58%
3 Year Return
-16.53%
5 Year Return
–
10 Year Return
–
AUM
$70.9M
AUM Growth
+$70.9M
(-4.8%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-3.28%
Top 10 Holdings %
Top 10 Hldgs %
13.35%
Holding
280
New
91
Increased
39
Reduced
52
Closed
92
Top Buys
Top Sells
| 1 |
Tronox
TROX
|
$393K |
| 2 |
KRONOS Worldwide
KRO
|
$369K |
| 3 |
American Axle
AXL
|
$368K |
| 4 |
Regal Rexnord
RRX
|
$367K |
| 5 |
Emerson Electric
EMR
|
$365K |
Sector Composition
| 1 | Industrials | 19.85% |
| 2 | Technology | 15.49% |
| 3 | Healthcare | 13.02% |
| 4 | Consumer Discretionary | 10.97% |
| 5 | Financials | 8.26% |