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MLM

Mount Lucas Management Portfolio holdings

AUM $271M
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.2M
3
+$11.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.8M
5
WBA
Walgreens Boots Alliance
WBA
+$9.51M

Top Sells

1
+$105M
2
+$47.7M
3
+$46.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$33.4M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$15.3M

Sector Composition

1 Energy 6.88%
2 Consumer Discretionary 6.51%
3 Technology 5.19%
4 Industrials 3.83%
5 Financials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.7M 1.44%
+271,950
27
$8.15M 1.35%
96,060
+12,696
28
$7.87M 1.3%
159,728
+98,256
29
$7.7M 1.27%
128,694
+20,909
30
$7.34M 1.22%
208,363
-8,415
31
$7.33M 1.21%
305,026
-377,921
32
$6.64M 1.1%
153,120
+126,202
33
$6.52M 1.08%
+124,854
34
$6.49M 1.07%
+286,690
35
$6.21M 1.03%
+181,133
36
$6.06M 1%
+236,110
37
$5.81M 0.96%
484,313
-677,774
38
$5.79M 0.96%
+141,282
39
$5.58M 0.92%
+125,985
40
$5.39M 0.89%
+152,469
41
$4.68M 0.78%
+42,559
42
$4.67M 0.77%
+122,719
43
$4.64M 0.77%
+54,150
44
$4.62M 0.76%
+98,704
45
$4.41M 0.73%
+112,131
46
$4.4M 0.73%
+50,855
47
$4.37M 0.72%
+89,527
48
$4.37M 0.72%
93,569
+77,872
49
$3.46M 0.57%
+28,340
50
$3.41M 0.56%
+57,184
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