LCM

Lunt Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 8.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.88M
3
+$1.71M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.6M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.22M

Top Sells

1
+$19.5M
2
+$9.86M
3
+$6.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.93M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.62M

Sector Composition

1 Energy 3.87%
2 Consumer Discretionary 0.88%
3 Technology 0.62%
4 Financials 0.31%
5 Materials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.28%
8,006
-270
52
$699K 0.27%
9,803
+79
53
$688K 0.26%
13,129
-9,742
54
$678K 0.26%
+4,598
55
$657K 0.25%
12,655
56
$655K 0.25%
23,331
+380
57
$641K 0.25%
15,991
-279
58
$638K 0.24%
15,046
59
$615K 0.24%
13,765
60
$607K 0.23%
915
61
$582K 0.22%
2,994
62
$570K 0.22%
23,118
+371
63
$559K 0.21%
2,723
+28
64
$515K 0.2%
+7,459
65
$475K 0.18%
+10,764
66
$411K 0.16%
6,860
-156
67
$384K 0.15%
3,396
68
$369K 0.14%
500
69
$364K 0.14%
11,799
+575
70
$359K 0.14%
5,099
71
$358K 0.14%
3,736
72
$350K 0.13%
1,457
73
$337K 0.13%
+6,471
74
$330K 0.13%
7,330
75
$320K 0.12%
564
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3
4