MLM

Mount Lucas Management Portfolio holdings

AUM $226M
1-Year Est. Return 25.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$16.4M
3
+$6.63M
4
JD icon
JD.com
JD
+$5.49M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M

Top Sells

1
+$5.76M
2
+$4.39M
3
+$3.98M
4
SYF icon
Synchrony
SYF
+$3.12M
5
PHM icon
Pultegroup
PHM
+$3.12M

Sector Composition

1 Consumer Discretionary 14.05%
2 Financials 13.76%
3 Industrials 6.48%
4 Real Estate 3.61%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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