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
$203M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.06M
3
+$968K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$951K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$641K

Top Sells

1
+$3.51M
2
+$1.65M
3
+$1.11M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$974K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$917K

Sector Composition

1 Energy 6%
2 Healthcare 0.81%
3 Technology 0.69%
4 Consumer Discretionary 0.39%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.07%
109,421
+8,204
27
$1.99M 0.98%
91,253
+5,678
28
$1.88M 0.93%
20,528
-12,074
29
$1.76M 0.87%
30,656
+3,579
30
$1.73M 0.85%
34,786
+3,875
31
$1.72M 0.85%
33,608
+4,169
32
$1.66M 0.82%
44,351
+6,135
33
$1.56M 0.77%
44,160
+4,919
34
$1.53M 0.75%
17,730
35
$1.51M 0.75%
32,854
+3,261
36
$1.25M 0.62%
37,584
-134
37
$1.13M 0.56%
27,186
-6,206
38
$1.09M 0.54%
7,502
+3,237
39
$1.06M 0.52%
+12,115
40
$986K 0.49%
10,074
-9,953
41
$870K 0.43%
17,232
42
$848K 0.42%
25,198
43
$825K 0.41%
53,963
44
$787K 0.39%
4,938
45
$736K 0.36%
8,071
+198
46
$708K 0.35%
22,188
-3,660
47
$641K 0.32%
+7,481
48
$636K 0.31%
17,824
-26
49
$633K 0.31%
14,174
50
$630K 0.31%
+3,455
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