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
$192M
AUM Growth
-$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$605K
2 +$557K
3 +$410K
4
MODG icon
Topgolf Callaway Brands
MODG
+$385K
5
TER icon
Teradyne
TER
+$346K

Top Sells

1 +$512K
2 +$11.8K

Sector Composition

1 Technology 10.48%
2 Healthcare 5.69%
3 Consumer Discretionary 3.23%
4 Communication Services 1.63%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$29K 0.01%
6,000
77
-4,500