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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
$455M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.6M
3
+$14.4M
4
SLM icon
SLM Corp
SLM
+$14.4M
5
XRX icon
Xerox
XRX
+$14.3M

Top Sells

1
+$15.1M
2
+$13.8M
3
+$13.7M
4
ALL icon
Allstate
ALL
+$12.9M
5
MPC icon
Marathon Petroleum
MPC
+$12.7M

Sector Composition

1 Financials 16.67%
2 Consumer Staples 15.45%
3 Industrials 13.3%
4 Energy 12.19%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.11%
11,480
+766
77
$501K 0.11%
9,417
+618
78
$463K 0.1%
11,117
+788
79
$421K 0.09%
24,698
+1,624
80
– –
-103,740
81
– –
-267,511
82
– –
-7,354
83
– –
-23,369
84
– –
-54,615
85
– –
-43,307
86
– –
-78,843
87
– –
0
88
– –
-177,188
89
– –
-70,606
90
– –
-51,228
91
– –
-155,125
92
– –
-131,896
93
– –
-68,510
94
– –
-178,283
95
– –
-73,915
96
– –
-53,925
97
– –
-37,475
98
– –
-188,394
99
– –
-128,964
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