LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
This Quarter Return
-3.39%
1 Year Return
+0.58%
3 Year Return
-16.53%
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+5.1%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
8.74%
Top 10 Holdings %
Top 10 Hldgs %
25.44%
Holding
443
New
124
Increased
103
Reduced
102
Closed
108
Top Buys
| 1 |
AGCO
AGCO
|
$560K |
| 2 |
HCA Healthcare
HCA
|
$559K |
| 3 |
US Physical Therapy
USPH
|
$556K |
| 4 |
Culp
CULP
|
$553K |
| 5 |
Denny's
DENN
|
$546K |
Top Sells
| 1 |
MYCC
ClubCorp Holdings, Inc.
MYCC
|
$1.19M |
| 2 |
CHFN
Charter Financial Corp
CHFN
|
$805K |
| 3 |
ALJ
Alon U S A Energy Inc
ALJ
|
$620K |
| 4 |
MODV
ModivCare
MODV
|
$616K |
| 5 |
Pegasystems
PEGA
|
$593K |
Sector Composition
| 1 | Healthcare | 23.43% |
| 2 | Consumer Discretionary | 16.13% |
| 3 | Technology | 11.51% |
| 4 | Industrials | 10.98% |
| 5 | Energy | 6.26% |