LM

Luminus Management Portfolio holdings

AUM $111M
1-Year Est. Return 23.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.06M
3
+$3.4M
4
AVPT icon
AvePoint
AVPT
+$2.5M
5
TMC icon
TMC The Metals Company
TMC
+$971K

Top Sells

1
+$24.6M
2
+$22.1M
3
+$14.9M
4
ARCH
Arch Resources, Inc.
ARCH
+$14.8M
5
USER
UserTesting, Inc.
USER
+$12.9M

Sector Composition

1 Energy 73.13%
2 Materials 23.58%
3 Healthcare 2.3%
4 Technology 0.92%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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