MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$5.85M
3
+$3.58M
4
AAL icon
American Airlines Group
AAL
+$3.42M
5
UAL icon
United Airlines
UAL
+$3.15M

Top Sells

1
+$26.2M
2
+$20.8M
3
+$3.86M
4
NUE icon
Nucor
NUE
+$3.84M
5
FANG icon
Diamondback Energy
FANG
+$3.57M

Sector Composition

1 Energy 16.86%
2 Consumer Discretionary 12.22%
3 Healthcare 12.05%
4 Financials 6.73%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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