MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$10.4M
3
+$10.3M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$8.96M
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$6.39M

Top Sells

1
+$5.47M
2
+$5.04M
3
+$5.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.4M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.4M

Sector Composition

1 Financials 16.64%
2 Consumer Discretionary 10.49%
3 Materials 8.59%
4 Technology 6.6%
5 Real Estate 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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130
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132
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133
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134
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135
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138
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139
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-34,407
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