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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
$502M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.36M
3
+$3.19M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.14M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.73M

Top Sells

1
+$11.3M
2
+$11.1M
3
+$10.7M
4
SYF icon
Synchrony
SYF
+$4.49M
5
XRX icon
Xerox
XRX
+$4.47M

Sector Composition

1 Financials 8.15%
2 Industrials 5.38%
3 Consumer Discretionary 3.68%
4 Real Estate 3.34%
5 Technology 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-4,163
103
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104
– –
-1,232
105
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-13,956
106
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-37,245
107
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-1,549
108
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-3,110
109
– –
-700
110
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-769
111
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-16,050
112
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5