LFM

Lumina Fund Management Portfolio holdings

AUM $164M
1-Year Est. Return 28.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$4.6M
3
+$4.37M
4
YHOO
Yahoo Inc
YHOO
+$415K

Top Sells

1
+$9.05M
2
+$7.45M
3
+$5.46M
4
TRV icon
Travelers Companies
TRV
+$5.28M
5
QCOM icon
Qualcomm
QCOM
+$4.63M

Sector Composition

1 Technology 2.1%
2 Energy 1.22%
3 Consumer Discretionary 0.68%
4 Healthcare 0.65%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
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