LCM
Lunt Capital Management Portfolio holdings
AUM
$261M
This Quarter Return
+0.79%
1 Year Return
+9.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.59%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.61% |
| 2 | Healthcare | 1.43% |
| 3 | Financials | 1.12% |
| 4 | Technology | 0.8% |
| 5 | Consumer Staples | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Health Catalyst
HCAT
$227M
| $217K | 0.12% |
+17,337
| New | +$217K |
|
77
Vanguard Total Stock Market ETF
VTI
$522B
| $216K | 0.12% |
+982
| New | +$216K |
|
78
iShares MSCI Netherlands ETF
EWN
$247M
| $207K | 0.11% |
+4,790
| New | +$207K |
|
79
iShares MSCI Ireland ETF
EIRL
$60M
| $201K | 0.11% |
+3,495
| New | +$201K |
|