MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
+0.6%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$575M
AUM Growth
+$575M
(+2.3%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
46.31%
Holding
163
New
40
Increased
32
Reduced
64
Closed
20
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$10.8M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$10.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$5.43M |
| 4 |
iShares MSCI Chile ETF
ECH
|
$4.84M |
| 5 |
iShares MSCI Taiwan ETF
EWT
|
$4.79M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 15.16% |
| 2 | Financials | 14.71% |
| 3 | Energy | 10.97% |
| 4 | Consumer Staples | 9% |
| 5 | Communication Services | 2.94% |
