LFM

Lumina Fund Management Portfolio holdings

AUM $164M
1-Year Est. Return 28.71%
This Quarter Est. Return
1 Year Est. Return
+28.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$881M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$8.78M
3
+$7.69M
4
WDC icon
Western Digital
WDC
+$7.06M
5
MU icon
Micron Technology
MU
+$5.93M

Top Sells

1
+$22.2M
2
+$1.11M

Sector Composition

1 Technology 5.75%
2 Healthcare 2.43%
3 Communication Services 1.97%
4 Energy 1.01%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.1%
6,000
27
$1.12M 0.07%
10,000
28
$1.09M 0.07%
45,000
29
$377K 0.02%
9,280
30
– –
0
31
– –
0
32
– –
0
33
– –
0
34
– –
0
1
2