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
$779M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$6.01M
3
+$4.97M
4
APC
Anadarko Petroleum
APC
+$4.76M
5
WU icon
Western Union
WU
+$3.45M

Top Sells

1
+$8.28M
2
+$4.37M
3
+$121K

Sector Composition

1 Technology 2.92%
2 Communication Services 0.73%
3 Consumer Discretionary 0.6%
4 Financials 0.44%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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0
52
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0
53
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-249,500
54
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0
55
– –
-18,500
56
– –
0
57
– –
0
58
– –
0
1 2
3