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
$840M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.08M
3
+$6.24M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$6.15M
5
HAL icon
Halliburton
HAL
+$5.43M

Top Sells

1
+$38M
2
+$5.3M
3
+$5.02M
4
CPRI icon
Capri Holdings
CPRI
+$4.78M
5
WU icon
Western Union
WU
+$3.53M

Sector Composition

1 Technology 3.41%
2 Energy 3.22%
3 Consumer Discretionary 1.5%
4 Industrials 1.14%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
0
53
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0
54
– –
0
55
– –
0
1 2
3