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
$214M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.2M
3
+$1.12M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$1.01M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$935K

Top Sells

1
+$4.26M
2
+$3.24M
3
+$1.53M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.06M

Sector Composition

1 Energy 4.82%
2 Technology 0.77%
3 Consumer Discretionary 0.41%
4 Materials 0.39%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.31%
7,260
-221
52
$650K 0.3%
3,244
-211
53
$642K 0.3%
9,542
54
$640K 0.3%
2,747
55
$636K 0.3%
7,701
+101
56
$631K 0.3%
22,921
+305
57
$603K 0.28%
+15,046
58
$595K 0.28%
12,607
59
$537K 0.25%
915
60
$494K 0.23%
19,359
61
$464K 0.22%
6,130
62
$446K 0.21%
7,447
-1,003
63
$443K 0.21%
2,005
64
$419K 0.2%
8,759
+1,120
65
$398K 0.19%
7,510
66
$389K 0.18%
19,455
67
$385K 0.18%
16,247
+3,075
68
$370K 0.17%
3,396
69
$336K 0.16%
5,099
70
$319K 0.15%
10,337
+80
71
$318K 0.15%
+12,175
72
$314K 0.15%
595
-1
73
$312K 0.15%
7,330
74
$295K 0.14%
1,457
75
$288K 0.13%
+5,447
1 2
3
4 5