MLM

Mount Lucas Management Portfolio holdings

AUM $210M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.8M
3
+$10.9M
4
VLO icon
Valero Energy
VLO
+$10.8M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$10.8M

Top Sells

1
+$14.7M
2
+$12.6M
3
+$11.9M
4
BBY icon
Best Buy
BBY
+$11.7M
5
GAP
The Gap Inc
GAP
+$9.88M

Sector Composition

1 Energy 11.25%
2 Consumer Discretionary 9.98%
3 Communication Services 4.99%
4 Technology 3.78%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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