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
$893M
AUM Growth
+$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.54M
2 +$4.91M
3 +$4.22M
4
UPS icon
United Parcel Service
UPS
+$3.77M
5
VIA
Viacom Inc. Class A
VIA
+$621K

Top Sells

1 +$2.7M
2 +$1.14M
3 +$802K
4
HAIN icon
Hain Celestial
HAIN
+$641K
5
JUNO
Juno Therapeutics, Inc.
JUNO
+$594K

Sector Composition

1 Technology 5.22%
2 Healthcare 4.43%
3 Communication Services 2.43%
4 Financials 1.09%
5 Consumer Staples 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0