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LCM

Lunt Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.26M
3
+$1.13M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$744K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K

Top Sells

1
+$7.93M
2
+$2.05M
3
+$1.37M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.2M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$813K

Sector Composition

1 Energy 3.44%
2 Consumer Discretionary 1.21%
3 Materials 0.79%
4 Technology 0.59%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.05%
101,523
-1,638
27
$2.68M 1.02%
110,924
+1,067
28
$2.67M 1.02%
8,134
+3,579
29
$2.6M 1%
21,504
+10,851
30
$2.58M 0.99%
41,407
-589
31
$2.57M 0.98%
40,849
-1,146
32
$2.45M 0.94%
39,599
-891
33
$2.41M 0.92%
46,323
34
$2.37M 0.9%
7,310
35
$2.35M 0.9%
42,843
-547
36
$2.18M 0.83%
58,593
+44
37
$2.05M 0.79%
61,900
38
$1.9M 0.73%
5,193
+150
39
$1.81M 0.69%
39,142
+11,739
40
$1.7M 0.65%
+22,520
41
$1.69M 0.65%
37,437
42
$1.49M 0.57%
6,152
-42
43
$1.25M 0.48%
8,894
-718
44
$1.05M 0.4%
22,576
45
$1.04M 0.4%
25,198
46
$1.03M 0.39%
23,537
47
$835K 0.32%
8,091
+85
48
$832K 0.32%
+11,847
49
$828K 0.32%
33,948
-3,699
50
$819K 0.31%
16,149
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