LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
1-Year Est. Return
0.6%
This Fund
S&P 500
1 Year Est. Return
+0.6%
AUM
$68.5M
AUM Growth
-$2.41M
(-3.4%)
Holding
294
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.11M | |
| 3 | +$971K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$499K |
| 5 |
DuPont de Nemours
DD
|
+$497K |
Top Sells
| 1 | +$4.71M | |
| 2 | +$1.44M | |
| 3 | +$471K | |
| 4 |
Heartland Express
HTLD
|
+$375K |
| 5 |
BGC Group
BGC
|
+$367K |
Sector Composition
| 1 | Consumer Discretionary | 21.22% |
| 2 | Industrials | 18.36% |
| 3 | Technology | 13.69% |
| 4 | Financials | 10.28% |
| 5 | Communication Services | 7.86% |
