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
$165M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$464K
3
+$448K
4
CAL icon
Caleres
CAL
+$439K
5
CALM icon
Cal-Maine
CALM
+$396K

Top Sells

1
+$1.22M
2
+$506K
3
+$470K
4
INTC icon
Intel
INTC
+$464K
5
PGR icon
Progressive
PGR
+$464K

Sector Composition

1 Healthcare 27.19%
2 Consumer Discretionary 13.04%
3 Industrials 12.37%
4 Technology 11.72%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
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