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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
$299M
AUM Growth
-$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13.8M
3
+$3.42M
4
NUE icon
Nucor
NUE
+$3.38M
5
APA icon
APA Corp
APA
+$3.35M

Top Sells

1
+$10.4M
2
+$8.96M
3
+$6.39M
4
HCA icon
HCA Healthcare
HCA
+$4.6M
5
AFL icon
Aflac
AFL
+$4.56M

Sector Composition

1 Financials 14.69%
2 Energy 10.94%
3 Consumer Staples 9.08%
4 Materials 7.94%
5 Technology 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-9,097
127
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-4,726
128
– –
-11,157
129
– –
-18,311
130
– –
-22,914
131
– –
-47
132
– –
-17,946
133
– –
-19,461
134
– –
-32,349
135
– –
-9,304
136
– –
-10,541
137
– –
-86,911
138
– –
-14,924
2 3 4 5
6