MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
+4.59%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$502M
AUM Growth
+$502M
(-10%)
Cap. Flow
-$78.1M
Cap. Flow
% of AUM
-15.56%
Top 10 Holdings %
Top 10 Hldgs %
31.58%
Holding
112
New
8
Increased
16
Reduced
66
Closed
22
Top Buys
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$3.81M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
$3.52M |
| 3 |
iShares MSCI Spain ETF
EWP
|
$3.24M |
| 4 |
iShares MSCI Mexico ETF
EWW
|
$3.19M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$2.75M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$11.3M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$11M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.6M |
| 4 |
Xerox
XRX
|
$4.71M |
| 5 |
Synchrony
SYF
|
$4.51M |
Sector Composition
| 1 | Financials | 8.15% |
| 2 | Technology | 6.1% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Real Estate | 3.34% |
| 5 | Healthcare | 3.03% |
