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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
$169M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$593K
3
+$592K
4
LSAK icon
Lesaka Technologies
LSAK
+$589K
5
RIG icon
Transocean
RIG
+$583K

Top Sells

1
+$2.81M
2
+$1.59M
3
+$914K
4
LOCK
LifeLock, Inc.
LOCK
+$576K
5
WLKP icon
Westlake Chemical Partners
WLKP
+$574K

Sector Composition

1 Healthcare 24.7%
2 Industrials 12.43%
3 Consumer Discretionary 12.2%
4 Technology 10.42%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-17,173
402
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-8,455
403
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-36,961
404
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-16,337
405
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-37,449
406
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-50,000
407
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-14,390
408
– –
-23,072
409
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-40,132
410
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-21,415
411
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-6,314
412
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-7,360
413
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-17,234
414
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-64,550
415
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-96,150
416
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-7,653
417
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-16,559
418
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-7,107,688
419
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-18,036
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