MLM

Mount Lucas Management Portfolio holdings

AUM $210M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$579M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$9.84M
2 +$2.96M
3 +$1.5M
4
GREK icon
Global X MSCI Greece ETF
GREK
+$861K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$380K

Top Sells

1 +$4.21M
2 +$2.21M
3 +$2.11M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$1.45M
5
AZO icon
AutoZone
AZO
+$1.32M

Sector Composition

1 Financials 16.06%
2 Consumer Discretionary 14.36%
3 Energy 6.2%
4 Technology 5.5%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$412K 0.07%
3,330
-17,844
102
-2,227
103
-77,088