LCM
Lunt Capital Management Portfolio holdings
AUM
$261M
This Quarter Return
+3.97%
1 Year Return
+9.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(-4.9%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-7.92%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
97
New
11
Increased
31
Reduced
24
Closed
7
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.6M |
| 2 |
FLXR
TCW Flexible Income ETF
FLXR
|
$4.88M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$1.71M |
| 4 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
$1.6M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.22M |
Top Sells
Sector Composition
| 1 | Energy | 3.87% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Technology | 0.62% |
| 4 | Financials | 0.31% |
| 5 | Materials | 0.31% |
