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
$257M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.3M
3
+$6.75M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$2.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.38M

Top Sells

1
+$3.63M
2
+$2.26M
3
+$2.13M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.2M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.12M

Sector Composition

1 Energy 4.1%
2 Technology 0.73%
3 Consumer Discretionary 0.44%
4 Financials 0.34%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.25%
27,338
+15,163
52
$635K 0.25%
63,346
-10,969
53
$614K 0.24%
3,314
-206
54
$610K 0.24%
15,046
55
$569K 0.22%
915
56
$558K 0.22%
22,027
-894
57
$532K 0.21%
2,406
+401
58
$531K 0.21%
22,180
+5,933
59
$521K 0.2%
+2,239
60
$443K 0.17%
7,420
-27
61
$438K 0.17%
+4,734
62
$386K 0.15%
19,455
63
$359K 0.14%
3,396
64
$344K 0.13%
6,641
-869
65
$341K 0.13%
11,095
+758
66
$321K 0.12%
595
67
$319K 0.12%
5,099
68
$317K 0.12%
7,330
69
$310K 0.12%
4,130
-2,000
70
$301K 0.12%
1,457
71
$293K 0.11%
+8,079
72
$293K 0.11%
500
73
$285K 0.11%
982
74
$260K 0.1%
11,066
-8,293
75
$240K 0.09%
3,910
1 2
3
4