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
$262M
AUM Growth
+$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.31M
3
+$1.17M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$832K
5
TSLA icon
Tesla
TSLA
+$799K

Top Sells

1
+$7.91M
2
+$2.06M
3
+$1.37M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.24M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$826K

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
IEF icon
76
iShares 7-10 Year Treasury Bond ETF
IEF
$44.9B
$360K 0.14%
3,736
DJUN icon
77
FT Vest US Equity Deep Buffer ETF June
DJUN
$277M
$341K 0.13%
7,330
CLNN icon
78
Clene
CLNN
$70M
$315K 0.12%
52,260
+1,250
AVDE icon
79
Avantis International Equity ETF
AVDE
$11.2B
$308K 0.12%
3,910
IMFL icon
80
Invesco International Developed Dynamic Multifactor ETF
IMFL
$665M
$306K 0.12%
11,066
TRND icon
81
Pacer Trendpilot Fund of Funds ETF
TRND
$54.9M
$241K 0.09%
7,188
EFNL icon
82
iShares MSCI Finland ETF
EFNL
$30.2M
$240K 0.09%
5,613
NORW icon
83
Global X MSCI Norway ETF
NORW
$56.3M
$233K 0.09%
7,705
EWC icon
84
iShares MSCI Canada ETF
EWC
$3.61B
$228K 0.09%
4,505
EWD icon
85
iShares MSCI Sweden ETF
EWD
$307M
$223K 0.09%
4,723
EWL icon
86
iShares MSCI Switzerland ETF
EWL
$1.51B
$221K 0.08%
4,004
SRVR icon
87
Pacer Data & Infrastructure Real Estate ETF
SRVR
$381M
$220K 0.08%
6,935
EWU icon
88
iShares MSCI United Kingdom ETF
EWU
$2.76B
$214K 0.08%
5,091
EWN icon
89
iShares MSCI Netherlands ETF
EWN
$293M
$213K 0.08%
+3,669
EWA icon
90
iShares MSCI Australia ETF
EWA
$1.36B
$206K 0.08%
7,640
+4
SNFCA icon
91
Security National Financial
SNFCA
$234M
$156K 0.06%
17,972
+659
PDBC icon
92
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.64B
$154K 0.06%
11,442
-635
HCAT icon
93
Health Catalyst
HCAT
$174M
$49.4K 0.02%
17,337
XLC icon
94
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
– –
-6,899
XLF icon
95
State Street Financial Select Sector SPDR ETF
XLF
$53.8B
– –
-13,129
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