LFM

Lumina Fund Management Portfolio holdings

AUM $164M
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$616K
3
+$101K
4
PLTR icon
Palantir
PLTR
+$47.5K

Top Sells

1
+$2.15M
2
+$664K
3
+$167K

Sector Composition

1 Technology 8.52%
2 Healthcare 4.81%
3 Communication Services 1.88%
4 Consumer Discretionary 1.11%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$408K 0.25%
10,000
27
$289K 0.18%
16,000
28
$284K 0.17%
30,000
29
$101K 0.06%
+3,500
30
$48K 0.03%
+5,000
31
– –
0
32
– –
-10,000
33
– –
-4,656
1
2