LCM

Lunt Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 8.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$4.83M
3
+$1.58M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.52M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.07M

Top Sells

1
+$19.5M
2
+$9.88M
3
+$6.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.5M

Sector Composition

1 Energy 3.87%
2 Consumer Discretionary 0.88%
3 Technology 0.62%
4 Financials 0.31%
5 Materials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.99%
109,857
-16,540
27
$2.51M 0.96%
62,234
+502
28
$2.44M 0.93%
41,995
+284
29
$2.4M 0.92%
40,490
+242
30
$2.29M 0.88%
7,310
+2,372
31
$2.28M 0.87%
41,996
-243
32
$2.28M 0.87%
46,323
+32,521
33
$2.2M 0.84%
43,390
+262
34
$2.07M 0.79%
58,549
-10,179
35
$1.71M 0.66%
+5,043
36
$1.56M 0.6%
30,408
-2,075
37
$1.55M 0.59%
37,437
38
$1.38M 0.53%
4,555
+3,573
39
$1.34M 0.51%
6,194
+3,788
40
$1.22M 0.47%
+9,612
41
$1.2M 0.46%
+10,653
42
$1.17M 0.45%
27,403
-18,145
43
$1.06M 0.41%
54,072
44
$1M 0.38%
22,576
45
$999K 0.38%
25,198
46
$981K 0.38%
23,537
47
$818K 0.31%
16,149
-400
48
$813K 0.31%
61,900
-571
49
$788K 0.3%
+37,647
50
$749K 0.29%
6,899
+61
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