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
$193M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.11M
3
+$1.06M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$916K

Top Sells

1
+$4.23M
2
+$2.45M
3
+$1.24M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.14M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.02M

Sector Composition

1 Energy 4.9%
2 Financials 1.32%
3 Healthcare 0.69%
4 Technology 0.67%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.93%
21,066
+886
27
$1.77M 0.92%
59,902
+37,630
28
$1.75M 0.9%
83,872
-5,415
29
$1.65M 0.85%
48,862
-30,216
30
$1.64M 0.85%
88,633
-4,221
31
$1.64M 0.85%
19,269
-184
32
$1.3M 0.67%
27,887
-256
33
$1.29M 0.67%
30,537
+1,675
34
$1.28M 0.66%
24,650
-759
35
$1.26M 0.65%
27,083
+975
36
$1.25M 0.65%
36,452
+1,344
37
$1.18M 0.61%
17,730
38
$1.18M 0.61%
35,725
+2,481
39
$1.1M 0.57%
21,403
-3,684
40
$1.09M 0.56%
36,602
+2,865
41
$1.06M 0.55%
+26,533
42
$1.05M 0.55%
+19,498
43
$1.03M 0.53%
23,875
-3,670
44
$1M 0.52%
39,756
+28,690
45
$866K 0.45%
17,232
46
$823K 0.43%
25,198
47
$765K 0.4%
10,201
-2,622
48
$760K 0.39%
3,947
-187
49
$719K 0.37%
7,205
50
$687K 0.36%
+15,575
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