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
$203M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.06M
3
+$968K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$951K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$641K

Top Sells

1
+$3.51M
2
+$1.65M
3
+$1.11M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$974K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$917K

Sector Composition

1 Energy 6%
2 Healthcare 0.81%
3 Technology 0.69%
4 Consumer Discretionary 0.39%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.31%
7,600
-1,025
52
$614K 0.3%
3,520
53
$606K 0.3%
9,542
54
$580K 0.29%
22,616
-355
55
$579K 0.29%
2,747
56
$547K 0.27%
12,607
57
$528K 0.26%
915
58
$520K 0.26%
+13,801
59
$508K 0.25%
9,947
60
$504K 0.25%
8,450
-2,552
61
$480K 0.24%
19,359
62
$463K 0.23%
6,130
-4,071
63
$407K 0.2%
2,005
+35
64
$391K 0.19%
7,510
65
$385K 0.19%
19,455
66
$368K 0.18%
5,099
67
$351K 0.17%
3,396
68
$334K 0.16%
7,639
69
$316K 0.16%
10,257
+656
70
$315K 0.16%
13,172
-2,444
71
$300K 0.15%
+7,330
72
$298K 0.15%
596
73
$296K 0.15%
13,851
+8
74
$284K 0.14%
1,457
75
$263K 0.13%
982
1 2
3
4