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
$201M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$1.13M
3
+$1.09M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$819K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$743K

Top Sells

1
+$8.27M
2
+$3.11M
3
+$1.97M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.06M
5
DWLD icon
Davis Select Worldwide ETF
DWLD
+$721K

Sector Composition

1 Energy 4.81%
2 Healthcare 0.78%
3 Technology 0.66%
4 Consumer Discretionary 0.34%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.32%
8,625
-248
52
$630K 0.31%
3,520
53
$630K 0.31%
4,265
-94
54
$615K 0.31%
17,850
+357
55
$606K 0.3%
22,971
-1,093
56
$577K 0.29%
9,542
-9,956
57
$567K 0.28%
+6,105
58
$547K 0.27%
12,607
-45,325
59
$511K 0.25%
9,947
60
$496K 0.25%
19,359
-20,397
61
$480K 0.24%
915
62
$471K 0.23%
2,747
-1,200
63
$465K 0.23%
+33,553
64
$415K 0.21%
+5,436
65
$414K 0.21%
1,970
-99
66
$398K 0.2%
+8,844
67
$394K 0.2%
7,510
68
$386K 0.19%
19,455
69
$370K 0.18%
15,616
-3,534
70
$368K 0.18%
3,396
71
$342K 0.17%
5,099
-323
72
$329K 0.16%
3,263
-3,286
73
$321K 0.16%
6,840
-2,765
74
$319K 0.16%
7,639
75
$296K 0.15%
9,601
+2,387
1 2
3
4