LP
Luzich Partners Portfolio holdings
AUM
$53.5M
This Quarter Return
+2.94%
1 Year Return
-18.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-5.7%)
Cap. Flow
-$4.46M
Cap. Flow
% of AUM
-4.39%
Top 10 Holdings %
Top 10 Hldgs %
88.47%
Holding
17
New
1
Increased
7
Reduced
2
Closed
2
Top Buys
| 1 |
OCLR
Oclaro Inc.
OCLR
|
$3.96M |
| 2 |
TREC
Trecora Resources
TREC
|
$1.21M |
| 3 |
GCAP
Gain Capital Holdings, Inc.
GCAP
|
$1.13M |
| 4 |
TOO
Teekay Offshore Partners L.P.
TOO
|
$740K |
| 5 |
CONN
Conn's Inc.
CONN
|
$214K |
Top Sells
Sector Composition
| 1 | Energy | 23.59% |
| 2 | Financials | 15.45% |
| 3 | Utilities | 14.58% |
| 4 | Industrials | 11.13% |
| 5 | Technology | 10.65% |
