LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
This Quarter Return
+3.44%
1 Year Return
+0.58%
3 Year Return
-16.53%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(-6.6%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-8.62%
Top 10 Holdings %
Top 10 Hldgs %
28.65%
Holding
358
New
30
Increased
111
Reduced
166
Closed
42
Top Buys
| 1 |
Sonida Senior Living
SNDA
|
$4.57M |
| 2 |
Abercrombie & Fitch
ANF
|
$521K |
| 3 |
Ciena
CIEN
|
$418K |
| 4 |
Caleres
CAL
|
$404K |
| 5 |
Extreme Networks
EXTR
|
$391K |
Top Sells
| 1 |
CHFN
Charter Financial Corp
CHFN
|
$1.23M |
| 2 |
ASNA
Ascena Retail Group, Inc.
ASNA
|
$506K |
| 3 |
Kimberly-Clark
KMB
|
$470K |
| 4 |
Intel
INTC
|
$464K |
| 5 |
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% |