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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
$486M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$12M
3
+$9.26M
4
XRX icon
Xerox
XRX
+$4.31M
5
DAL icon
Delta Air Lines
DAL
+$3.83M

Top Sells

1
+$20.9M
2
+$20.8M
3
+$13.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$13M

Sector Composition

1 Financials 5.84%
2 Real Estate 3.96%
3 Industrials 3.76%
4 Healthcare 3.75%
5 Technology 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-242,464
77
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-423,924
78
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-58,872
79
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-125,492
80
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-135,812
81
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-200,792
82
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-101,038
83
– –
-121,068
84
– –
-106,875
85
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-155,000
86
– –
-205,099
87
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-332,609
88
– –
-129,171
89
– –
-208,382
90
– –
-32,625
91
– –
-77,780
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4