LA

Lucus Advisors Portfolio holdings

AUM $57.7M
1-Year Est. Return 0.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$363K
3
+$363K
4
AKS
AK Steel Holding Corp
AKS
+$362K
5
STS
Supreme Industries Inc Class A
STS
+$359K

Top Sells

1
+$583K
2
+$574K
3
+$563K
4
RNET
RigNet, Inc.
RNET
+$539K
5
LSAK icon
Lesaka Technologies
LSAK
+$538K

Sector Composition

1 Healthcare 30.34%
2 Industrials 11.82%
3 Consumer Discretionary 11%
4 Technology 9.45%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
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