MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
1-Year Return
25.44%
This Quarter Return
+6.34%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$513M
AUM Growth
-$35.8M
(-6.5%)
Cap. Flow
-$62.6M
Cap. Flow
% of AUM
-12.22%
Top 10 Holdings %
Top 10 Hldgs %
35.58%
Holding
185
New
28
Increased
36
Reduced
76
Closed
41
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.6M |
| 2 |
Global X MSCI Greece ETF
GREK
|
$4.44M |
| 3 |
iShares MSCI Italy ETF
EWI
|
$2.72M |
| 4 |
United States Gasoline Fund
UGA
|
$2.65M |
| 5 |
iShares MSCI Spain ETF
EWP
|
$2.58M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$10.7M |
| 2 |
Unum
UNM
|
$4.84M |
| 3 |
iShares MSCI Malaysia ETF
EWM
|
$4.43M |
| 4 |
iShares MSCI Philippines ETF
EPHE
|
$4.33M |
| 5 |
iShares MSCI Switzerland ETF
EWL
|
$4.06M |
Sector Composition
| 1 | Financials | 20.71% |
| 2 | Consumer Discretionary | 13.57% |
| 3 | Consumer Staples | 8.45% |
| 4 | Communication Services | 4.37% |
| 5 | Industrials | 3.74% |
