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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
$554M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$10.1M
4
M icon
Macy's
M
+$10.1M
5
LNC icon
Lincoln National
LNC
+$9.51M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11.1M
4
AIZ icon
Assurant
AIZ
+$10.3M
5
GM icon
General Motors
GM
+$9.99M

Sector Composition

1 Financials 17.1%
2 Consumer Discretionary 13.95%
3 Energy 5.85%
4 Technology 5.7%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-35,764
152
– –
-3,345
153
– –
-39,776
154
– –
-32,500
155
– –
-2,500
156
– –
-75,503
157
– –
-2,881
158
– –
-32,997
159
– –
-14,931
160
– –
-10,270
161
– –
-5,706
3 4 5 6
7