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
$214M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.2M
3
+$1.12M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$1.01M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$935K

Top Sells

1
+$4.26M
2
+$3.24M
3
+$1.53M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.06M

Sector Composition

1 Energy 4.82%
2 Technology 0.77%
3 Consumer Discretionary 0.41%
4 Materials 0.39%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.16%
103,168
+6,103
27
$2.38M 1.11%
107,502
+16,249
28
$2.13M 1%
+29,729
29
$2M 0.94%
44,050
+16,864
30
$2M 0.93%
52,279
+7,928
31
$1.95M 0.91%
37,199
+2,413
32
$1.93M 0.9%
33,085
+2,429
33
$1.92M 0.9%
35,778
+2,170
34
$1.75M 0.82%
35,376
+2,522
35
$1.74M 0.81%
18,941
-1,587
36
$1.73M 0.81%
48,235
+4,075
37
$1.42M 0.67%
37,584
38
$1.2M 0.56%
+26,952
39
$1.12M 0.52%
+8,278
40
$997K 0.47%
53,963
41
$935K 0.44%
+22,576
42
$921K 0.43%
+23,537
43
$911K 0.43%
25,198
44
$876K 0.41%
4,938
45
$874K 0.41%
17,232
46
$841K 0.39%
74,315
+63,979
47
$699K 0.33%
+8,658
48
$690K 0.32%
14,174
49
$668K 0.31%
3,520
50
$663K 0.31%
+21,798
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