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
$257M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.3M
3
+$6.75M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$2.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.38M

Top Sells

1
+$3.63M
2
+$2.26M
3
+$2.13M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.2M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.12M

Sector Composition

1 Energy 4.1%
2 Technology 0.73%
3 Consumer Discretionary 0.44%
4 Financials 0.34%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1%
+57,668
27
$2.33M 0.91%
62,561
+10,282
28
$2.29M 0.89%
66,959
+697
29
$2.25M 0.88%
38,071
+4,986
30
$2.19M 0.85%
41,057
+3,858
31
$2.16M 0.84%
39,381
+3,603
32
$2.12M 0.82%
+22,295
33
$1.99M 0.78%
39,175
+3,799
34
$1.93M 0.75%
42,924
-1,126
35
$1.86M 0.73%
57,012
+8,777
36
$1.56M 0.61%
36,280
-21,104
37
$1.36M 0.53%
37,437
-147
38
$1.2M 0.47%
54,072
+109
39
$1.14M 0.44%
4,938
40
$948K 0.37%
22,576
41
$934K 0.36%
23,537
42
$856K 0.33%
16,995
-237
43
$840K 0.33%
25,198
44
$687K 0.27%
3,063
-181
45
$687K 0.27%
12,655
+48
46
$683K 0.27%
7,054
-206
47
$675K 0.26%
2,695
-52
48
$667K 0.26%
13,802
-372
49
$652K 0.25%
9,724
+182
50
$646K 0.25%
7,617
-84
1
2
3 4