LCM

Lunt Capital Management Portfolio holdings

AUM $261M
1-Year Est. Return 9.5%
This Quarter Est. Return
1 Year Est. Return
+9.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.44M
3
+$1.55M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.04M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$681K

Top Sells

1
+$1.75M
2
+$1.73M
3
+$1.31M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$974K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$707K

Sector Composition

1 Energy 6.19%
2 Financials 1.07%
3 Healthcare 0.78%
4 Technology 0.62%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.93%
89,287
+4,608
27
$1.66M 0.87%
92,854
+5,313
28
$1.55M 0.82%
+20,180
29
$1.48M 0.78%
19,453
+1,654
30
$1.3M 0.68%
17,730
31
$1.26M 0.66%
25,409
+2,900
32
$1.11M 0.59%
28,143
+222
33
$1.11M 0.59%
25,087
+2,361
34
$1.1M 0.58%
27,545
+2,131
35
$1.1M 0.58%
26,108
+2,241
36
$1.09M 0.58%
35,108
+4,554
37
$1.07M 0.56%
28,862
-10,467
38
$963K 0.51%
12,823
39
$952K 0.5%
33,737
-294
40
$946K 0.5%
39,432
+16,137
41
$941K 0.5%
33,244
+1,720
42
$865K 0.46%
17,232
-4,568
43
$757K 0.4%
25,198
44
$722K 0.38%
7,205
-241
45
$708K 0.37%
4,134
-703
46
$681K 0.36%
+7,538
47
$621K 0.33%
24,102
-391
48
$612K 0.32%
22,272
-978
49
$540K 0.28%
9,332
+101
50
$539K 0.28%
11,609
-6,667
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