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
$196M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$1.86M
3
+$553K
4
MARK
Remark Holdings, Inc.
MARK
+$538K
5
POLY
Plantronics, Inc.
POLY
+$536K

Top Sells

1
+$6.29M
2
+$4.04M
3
+$3.39M
4
GTY
Getty Realty Corp
GTY
+$3.39M
5
RHP icon
Ryman Hospitality Properties
RHP
+$2.47M

Sector Composition

1 Healthcare 24.65%
2 Consumer Discretionary 14.37%
3 Industrials 11.52%
4 Technology 9.18%
5 Energy 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
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