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
$190M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.44M
3
+$1.55M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.04M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$681K

Top Sells

1
+$1.75M
2
+$1.73M
3
+$1.31M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$974K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$707K

Sector Composition

1 Energy 6.19%
2 Financials 1.07%
3 Healthcare 0.78%
4 Technology 0.62%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.28%
3,520
52
$534K 0.28%
10,656
+3,140
53
$513K 0.27%
+27,647
54
$503K 0.27%
+8,536
55
$486K 0.26%
9,947
56
$473K 0.25%
53,963
57
$411K 0.22%
+10,168
58
$380K 0.2%
915
59
$377K 0.2%
19,455
+7,025
60
$367K 0.19%
7,030
+744
61
$349K 0.18%
5,422
62
$314K 0.17%
+10,944
63
$308K 0.16%
3,396
64
$307K 0.16%
7,839
65
$285K 0.15%
9,270
-1,420
66
$266K 0.14%
+4,788
67
$258K 0.14%
11,066
-1,000
68
$254K 0.13%
25,643
69
$235K 0.12%
598
70
$230K 0.12%
4,864
-309
71
$213K 0.11%
2,189
+9
72
$209K 0.11%
982
73
$208K 0.11%
2,256
74
$208K 0.11%
6,820
-1,762
75
$204K 0.11%
1,457
-600
1 2
3
4