MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
1-Year Return
25.44%
This Quarter Return
+4.92%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$531M
AUM Growth
+$29.2M
(+5.8%)
Cap. Flow
+$7.87M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
33.24%
Holding
167
New
25
Increased
70
Reduced
45
Closed
26
Top Buys
| 1 |
iShares MSCI Turkey ETF
TUR
|
$4.78M |
| 2 |
iShares MSCI Malaysia ETF
EWM
|
$4.65M |
| 3 |
iShares MSCI Mexico ETF
EWW
|
$4.14M |
| 4 |
iShares MSCI Philippines ETF
EPHE
|
$4.13M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.46M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.7M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$4.43M |
| 3 |
Hewlett Packard
HPE
|
$2.42M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.95M |
| 5 |
RSX
VanEck Russia ETF
RSX
|
$1.47M |
Sector Composition
| 1 | Financials | 16.56% |
| 2 | Consumer Discretionary | 11.44% |
| 3 | Technology | 7.71% |
| 4 | Energy | 5.89% |
| 5 | Industrials | 4.8% |
