LA
Lucus Advisors Portfolio holdings
AUM
$57.7M
This Quarter Return
+8.25%
1 Year Return
+0.58%
3 Year Return
-16.53%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.69%
Holding
316
New
315
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sonida Senior Living
SNDA
|
$25M |
| 2 |
SPDC
SPEED COMMERCE, INC COM STK
SPDC
|
$22M |
| 3 |
DRII
DIAMOND RESORTS INTL, INC
DRII
|
$8.32M |
| 4 |
CHFN
Charter Financial Corp
CHFN
|
$4.36M |
| 5 |
ANN
ANN INC
ANN
|
$3.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 16.76% |
| 2 | Healthcare | 16.15% |
| 3 | Industrials | 10.28% |
| 4 | Technology | 8.45% |
| 5 | Energy | 6.85% |
