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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
$479M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.3M
3
+$17.7M
4
BBY icon
Best Buy
BBY
+$17M
5
GME icon
GameStop
GME
+$16M

Top Sells

1
+$21.7M
2
+$20.7M
3
+$20.5M
4
LNC icon
Lincoln National
LNC
+$19.6M
5
SWY
SAFEWAY INC
SWY
+$16.9M

Sector Composition

1 Consumer Discretionary 17.23%
2 Financials 16.52%
3 Industrials 14.99%
4 Consumer Staples 12.06%
5 Materials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-34,280
102
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-111,362
103
– –
-55,436
104
– –
-52,766
105
– –
-368,219
106
– –
-322,522
107
– –
-46,319
108
– –
-6,591
109
– –
-29,996
110
– –
-4,260
111
– –
-11,456
112
– –
-199,972
113
– –
-55,589
114
– –
-26,690
115
– –
-18,492
116
– –
-4,370
117
– –
-30,440
118
– –
-23,683
119
– –
-2,430
120
– –
-34,498
121
– –
-379,643
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