LCM

Lunt Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 9.73%
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.43M
3
+$1.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.05M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$776K

Top Sells

1
+$2.12M
2
+$1.79M
3
+$967K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$946K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$906K

Sector Composition

1 Energy 4.59%
2 Technology 0.62%
3 Consumer Discretionary 0.37%
4 Financials 0.3%
5 Materials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.23%
+16,270
52
$631K 0.23%
12,655
53
$627K 0.23%
8,276
+659
54
$603K 0.22%
22,951
+924
55
$599K 0.22%
2,695
56
$597K 0.22%
15,046
57
$581K 0.21%
22,747
+567
58
$580K 0.21%
+13,765
59
$563K 0.21%
2,994
-320
60
$544K 0.2%
+13,825
61
$509K 0.19%
62,471
-875
62
$496K 0.18%
915
63
$480K 0.17%
2,406
64
$420K 0.15%
7,016
-404
65
$374K 0.14%
5,099
66
$362K 0.13%
3,396
67
$356K 0.13%
3,736
-998
68
$346K 0.13%
11,224
+129
69
$308K 0.11%
7,330
70
$295K 0.11%
1,457
71
$290K 0.11%
564
-31
72
$288K 0.1%
500
73
$272K 0.1%
11,066
74
$270K 0.1%
982
75
$259K 0.09%
3,910
1 2
3
4