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
$212M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$816K
2 +$3K

Top Sells

1 +$2.92M
2 +$2.58M
3 +$20K

Sector Composition

1 Technology 11.52%
2 Healthcare 5.27%
3 Consumer Discretionary 3.17%
4 Communication Services 1.99%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-143