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
$267M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$3.44M
3
+$3.1M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.33M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.29M

Top Sells

1
+$4.15M
2
+$2.6M
3
+$1.25M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$935K
5
TPL icon
Texas Pacific Land
TPL
+$859K

Sector Composition

1 Materials 3.82%
2 Energy 2.8%
3 Consumer Discretionary 1.07%
4 Technology 0.56%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMFL icon
76
Invesco International Developed Dynamic Multifactor ETF
IMFL
$723M
$330K 0.12%
11,066
AVDE icon
77
Avantis International Equity ETF
AVDE
$12.9B
$322K 0.12%
3,910
CLNN icon
78
Clene
CLNN
$49.1M
$307K 0.11%
52,260
ALLW
79
SPDR Bridgewater All Weather ETF
ALLW
$779M
$281K 0.11%
+10,206
EFNL icon
80
iShares MSCI Finland ETF
EFNL
$37.4M
$276K 0.1%
5,778
+165
DRSK icon
81
Aptus Defined Risk ETF
DRSK
$1.45B
$269K 0.1%
+9,465
EWC icon
82
iShares MSCI Canada ETF
EWC
$4.14B
$253K 0.09%
4,700
+195
EWL icon
83
iShares MSCI Switzerland ETF
EWL
$1.67B
$251K 0.09%
4,189
+185
ACIO icon
84
Aptus Collared Investment Opportunity ETF
ACIO
$2.33B
$246K 0.09%
+5,620
EWD icon
85
iShares MSCI Sweden ETF
EWD
$333M
$243K 0.09%
4,938
+215
TRND icon
86
Pacer Trendpilot Fund of Funds ETF
TRND
$55.5M
$242K 0.09%
7,188
NORW icon
87
Global X MSCI Norway ETF
NORW
$64.1M
$242K 0.09%
8,050
+345
EWU icon
88
iShares MSCI United Kingdom ETF
EWU
$3B
$235K 0.09%
5,336
+245
EWN icon
89
iShares MSCI Netherlands ETF
EWN
$317M
$219K 0.08%
3,834
+165
HELO icon
90
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.76B
$215K 0.08%
+3,237
BUFY
91
FT Vest Laddered International Moderate Buffer ETF
BUFY
$58M
$214K 0.08%
+9,620
ALUR icon
92
Allurion Technologies
ALUR
$17.8M
$205K 0.08%
+166,666
VEA icon
93
Vanguard FTSE Developed Markets ETF
VEA
$208B
$205K 0.08%
+3,281
EWA icon
94
iShares MSCI Australia ETF
EWA
$1.34B
$205K 0.08%
7,810
+170
SNFCA icon
95
Security National Financial
SNFCA
$229M
$162K 0.06%
17,972
PDBC icon
96
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.16B
$153K 0.06%
11,517
+75
METCB icon
97
Ramaco Resources Class B
METCB
$822M
$148K 0.06%
+12,580
HCAT icon
98
Health Catalyst
HCAT
$153M
$41.4K 0.02%
17,337
XLK icon
99
State Street Technology Select Sector SPDR ETF
XLK
$94.2B
– –
-8,894
VXUS icon
100
Vanguard Total International Stock ETF
VXUS
$130B
– –
-7,488
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4
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