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
$201M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$1.13M
3
+$1.09M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$819K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$743K

Top Sells

1
+$8.27M
2
+$3.11M
3
+$1.97M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.06M
5
DWLD icon
Davis Select Worldwide ETF
DWLD
+$721K

Sector Composition

1 Energy 4.81%
2 Healthcare 0.78%
3 Technology 0.66%
4 Consumer Discretionary 0.34%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.97%
101,217
+12,584
27
$1.9M 0.94%
21,121
+1,852
28
$1.83M 0.91%
85,575
+1,703
29
$1.59M 0.79%
27,372
+2,722
30
$1.55M 0.77%
27,077
+5,674
31
$1.48M 0.74%
29,439
+2,356
32
$1.48M 0.73%
30,911
+7,036
33
$1.45M 0.72%
17,730
34
$1.44M 0.71%
33,392
+2,855
35
$1.42M 0.71%
29,593
+1,706
36
$1.41M 0.7%
38,216
+1,764
37
$1.32M 0.66%
39,241
+3,516
38
$1.23M 0.61%
37,718
-22,184
39
$869K 0.43%
17,232
40
$864K 0.43%
25,198
41
$855K 0.42%
53,963
42
$816K 0.41%
25,848
-10,754
43
$770K 0.38%
10,201
44
$743K 0.37%
+7,873
45
$724K 0.36%
7,205
46
$686K 0.34%
4,938
+2,682
47
$668K 0.33%
5,304
-90
48
$659K 0.33%
15,650
-1,194
49
$656K 0.33%
11,002
-52,080
50
$655K 0.33%
14,174
-1,401
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