LC

Luminist Capital Portfolio holdings

AUM $116M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$3.38M
3
+$3.22M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$3.13M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.48%
2 Financials 0.66%
3 Healthcare 0.44%
4 Consumer Discretionary 0.29%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59.6K 0.1%
+1,481
52
$59.6K 0.1%
+6,773
53
$58.3K 0.1%
+663
54
$55.7K 0.1%
+403
55
$55.2K 0.1%
+4,761
56
$54.7K 0.1%
+1,095
57
$54.2K 0.09%
+245
58
$53.3K 0.09%
+2,140
59
$51.8K 0.09%
+594
60
$51.6K 0.09%
+656
61
$45.4K 0.08%
+1,973
62
$44.8K 0.08%
+1,321
63
$44.7K 0.08%
+779
64
$39.4K 0.07%
+505
65
$39.3K 0.07%
+562
66
$37.7K 0.07%
+130
67
$37.6K 0.07%
+1,195
68
$37.4K 0.07%
+1,722
69
$35.2K 0.06%
+170
70
$34.9K 0.06%
+564
71
$34.4K 0.06%
+273
72
$33.2K 0.06%
+1,078
73
$32.6K 0.06%
+77
74
$31.7K 0.06%
+83
75
$31.5K 0.05%
+1,070
1 2
3
4 5