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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
$260M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.51M
3
+$1.34M
4
RSST icon
Return Stacked US Stocks & Managed Futures ETF
RSST
+$1.28M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.24M

Top Sells

1
+$4.29M
2
+$4.08M
3
+$2.1M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.06M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.95M

Sector Composition

1 Energy 4.68%
2 Materials 1.92%
3 Consumer Discretionary 1.02%
4 Technology 0.45%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
76
Vanguard S&P 500 ETF
VOO
$993B
$311K 0.12%
521
-68
NORW icon
77
Global X MSCI Norway ETF
NORW
$127M
$293K 0.11%
7,665
-385
META icon
78
Meta Platforms (Facebook)
META
$1.51T
$286K 0.11%
500
EFNL icon
79
iShares MSCI Finland ETF
EFNL
$63.8M
$279K 0.11%
5,693
-85
DRSK icon
80
Aptus Defined Risk ETF
DRSK
$1.53B
$259K 0.1%
9,465
CLNN icon
81
Clene
CLNN
$73.7M
$258K 0.1%
52,260
EWC icon
82
iShares MSCI Canada ETF
EWC
$5.85B
$258K 0.1%
4,700
EWL icon
83
iShares MSCI Switzerland ETF
EWL
$1.9B
$246K 0.09%
4,189
EWU icon
84
iShares MSCI United Kingdom ETF
EWU
$3.6B
$243K 0.09%
5,331
-5
EWD icon
85
iShares MSCI Sweden ETF
EWD
$294M
$240K 0.09%
4,933
-5
TRND icon
86
Pacer Trendpilot Fund of Funds ETF
TRND
$63.3M
$238K 0.09%
7,188
EWA icon
87
iShares MSCI Australia ETF
EWA
$1.45B
$222K 0.09%
7,995
+185
EWN icon
88
iShares MSCI Netherlands ETF
EWN
$553M
$220K 0.08%
3,834
BUFY
89
FT Vest Laddered International Moderate Buffer ETF
BUFY
$118M
$220K 0.08%
9,818
+198
SRVR icon
90
Pacer Data & Infrastructure Real Estate ETF
SRVR
$399M
$217K 0.08%
+6,935
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$233B
$210K 0.08%
3,281
HELO icon
92
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.07B
$210K 0.08%
3,279
+42
COPX icon
93
Global X Copper Miners ETF NEW
COPX
$8.29B
$203K 0.08%
+2,655
PDBC icon
94
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.83B
$199K 0.08%
11,517
SNFCA icon
95
Security National Financial
SNFCA
$248M
$170K 0.07%
17,972
METCB icon
96
Ramaco Resources Class B
METCB
$663M
$130K 0.05%
12,758
-2
HCAT icon
97
Health Catalyst
HCAT
$136M
$22K 0.01%
17,337
ALUR
98
DELISTED
Allurion Technologies
ALUR
– –
-166,666
DAUG icon
99
FT Vest US Equity Deep Buffer ETF August
DAUG
$364M
– –
-7,846
DJUL icon
100
FT Vest US Equity Deep Buffer ETF July
DJUL
$404M
– –
-7,481
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