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
$193M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.11M
3
+$1.06M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$916K

Top Sells

1
+$4.23M
2
+$2.45M
3
+$1.24M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.14M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.02M

Sector Composition

1 Energy 4.9%
2 Financials 1.32%
3 Healthcare 0.69%
4 Technology 0.67%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.34%
24,064
-38
52
$657K 0.34%
+6,549
53
$655K 0.34%
+9,321
54
$633K 0.33%
+16,844
55
$615K 0.32%
+5,394
56
$605K 0.31%
8,873
-459
57
$594K 0.31%
+4,359
58
$582K 0.3%
3,520
59
$556K 0.29%
17,493
+6,549
60
$540K 0.28%
53,963
61
$514K 0.27%
9,947
62
$486K 0.25%
+2,524
63
$450K 0.23%
9,605
-2,004
64
$443K 0.23%
915
65
$430K 0.22%
19,150
-20,282
66
$415K 0.22%
+2,069
67
$397K 0.21%
7,510
-3,146
68
$388K 0.2%
19,455
69
$357K 0.18%
5,422
70
$345K 0.18%
5,760
-1,270
71
$344K 0.18%
3,396
72
$314K 0.16%
7,639
-200
73
$292K 0.15%
2,256
74
$261K 0.14%
598
75
$261K 0.13%
13,235
-14,412
1 2
3
4