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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
$622M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$10.8M
3
+$10.6M
4
WRK
WestRock Company
WRK
+$10.3M
5
PSX icon
Phillips 66
PSX
+$10M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$11.1M
4
AFL icon
Aflac
AFL
+$10.9M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$10.8M

Sector Composition

1 Consumer Discretionary 16.05%
2 Financials 11.57%
3 Energy 6.4%
4 Industrials 2.42%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,764
102
– –
-7,409
103
– –
-141,862
104
– –
-91,944
105
– –
-7,186
106
– –
-27,625
107
– –
-41,222
108
– –
-24,465
109
– –
-194,773
110
– –
-327,570
111
– –
-421,998
112
– –
-44,485
113
– –
-16,695
114
– –
-249,058
1 2 3 4
5