LCM

Lunt Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 9.73%
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.43M
3
+$1.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.05M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$776K

Top Sells

1
+$2.12M
2
+$1.79M
3
+$967K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$946K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$906K

Sector Composition

1 Energy 4.59%
2 Technology 0.62%
3 Consumer Discretionary 0.37%
4 Financials 0.3%
5 Materials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.03%
126,397
+5,304
27
$2.68M 0.97%
29,198
-10,545
28
$2.51M 0.91%
68,728
+6,167
29
$2.22M 0.81%
43,128
+2,071
30
$2.21M 0.8%
40,248
+2,177
31
$2.16M 0.79%
61,732
+4,720
32
$2.13M 0.78%
41,711
+2,330
33
$1.96M 0.71%
42,239
+3,064
34
$1.86M 0.68%
45,548
+2,624
35
$1.43M 0.52%
+32,483
36
$1.41M 0.51%
37,437
37
$1.14M 0.41%
+22,871
38
$1.1M 0.4%
54,072
39
$1.05M 0.38%
+13,987
40
$1.01M 0.37%
4,938
41
$923K 0.34%
22,576
42
$913K 0.33%
23,537
43
$898K 0.33%
25,198
44
$838K 0.3%
16,549
-446
45
$776K 0.28%
+8,304
46
$699K 0.25%
28,778
+1,440
47
$660K 0.24%
6,838
-216
48
$652K 0.24%
13,802
49
$645K 0.23%
9,724
50
$645K 0.23%
14,711
-21,569
1
2
3 4