We are live on ! Find out more
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
$210M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.05M
3
+$1.89M
4
NEM icon
Newmont
NEM
+$1.43M
5
CME icon
CME Group
CME
+$1.35M

Top Sells

1
+$3.4M
2
+$2.59M
3
+$2.16M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.14M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.09M

Sector Composition

1 Financials 15.84%
2 Real Estate 5.91%
3 Technology 5.12%
4 Healthcare 4.93%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-115,606
177
– –
-2,223
178
– –
-2,888
179
– –
-12,169
180
– –
-7,270
181
– –
-6,833
182
– –
0
183
– –
-1,227
184
– –
-2,611
185
– –
0
186
– –
0
187
– –
-6,560
188
– –
-4,023
189
– –
0
190
– –
-5,209
191
– –
-2,209
192
– –
-4,373
4 5 6 7
8