MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$18.5M
3
+$13.6M
4
JD icon
JD.com
JD
+$6.93M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.56M

Top Sells

1
+$26M
2
+$21.2M
3
+$2.04M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.03M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.97M

Sector Composition

1 Financials 13.16%
2 Consumer Discretionary 8.55%
3 Industrials 6.85%
4 Technology 3.51%
5 Real Estate 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.48%
148,707
-30,957
52
$1.35M 0.47%
5,849
-1,224
53
$1.3M 0.45%
2,281
-120
54
$1.3M 0.45%
2,498
-130
55
$1.26M 0.44%
14,185
+73
56
$1.26M 0.44%
7,078
-412
57
$1.23M 0.43%
85,599
-17,102
58
$1.22M 0.42%
15,849
-892
59
$1.18M 0.41%
16,825
-957
60
$1.18M 0.41%
21,510
-35,881
61
$1.15M 0.4%
46,153
-9,776
62
$1.12M 0.39%
46,843
-85,244
63
$1.08M 0.38%
1,540
-91
64
$1.08M 0.38%
30,965
-35,897
65
$1.04M 0.36%
36,053
-7,559
66
$1.02M 0.35%
8,075
-1,710
67
$981K 0.34%
11,977
-665
68
$968K 0.34%
18,177
-1,081
69
$918K 0.32%
15,683
-814
70
$905K 0.32%
29,746
-2,540
71
$901K 0.31%
36,749
+3,791
72
$891K 0.31%
17,215
+1,336
73
$886K 0.31%
2,952
-181
74
$883K 0.31%
7,769
-1,642
75
$862K 0.3%
3,120
-183
1 2
3
4 5