MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
-8.67%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$486M
AUM Growth
+$486M
(-3.1%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
9.49%
Top 10 Holdings %
Top 10 Hldgs %
83.1%
Holding
91
New
1
Increased
40
Reduced
–
Closed
50
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$283M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$10.6M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$8.03M |
| 4 |
Xerox
XRX
|
$2.57M |
| 5 |
Cardinal Health
CAH
|
$2.22M |
Top Sells
Sector Composition
| 1 | Financials | 5.84% |
| 2 | Technology | 5.37% |
| 3 | Real Estate | 3.96% |
| 4 | Healthcare | 3.75% |
| 5 | Consumer Discretionary | 2.89% |
