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LCM

Lunt Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.26M
3
+$1.13M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$744K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K

Top Sells

1
+$7.93M
2
+$2.05M
3
+$1.37M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.2M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$813K

Sector Composition

1 Energy 3.44%
2 Consumer Discretionary 1.21%
3 Materials 0.79%
4 Technology 0.59%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$801K 0.31%
54,072
52
$799K 0.31%
+1,796
53
$735K 0.28%
2,887
+164
54
$718K 0.27%
9,803
55
$716K 0.27%
12,655
56
$710K 0.27%
4,601
+3
57
$709K 0.27%
+5,918
58
$690K 0.26%
15,760
-231
59
$683K 0.26%
7,320
60
$665K 0.25%
15,046
61
$642K 0.25%
23,081
-250
62
$641K 0.25%
13,765
63
$610K 0.23%
2,994
64
$598K 0.23%
23,086
-32
65
$550K 0.21%
7,488
+29
66
$494K 0.19%
6,471
67
$485K 0.19%
10,595
-169
68
$425K 0.16%
3,396
69
$408K 0.16%
6,803
-57
70
$399K 0.15%
7,393
-23,015
71
$375K 0.14%
612
+48
72
$374K 0.14%
1,457
73
$367K 0.14%
500
74
$365K 0.14%
11,821
+22
75
$365K 0.14%
5,099
1 2
3
4