LCM

Lunt Capital Management Portfolio holdings

AUM $261M
1-Year Est. Return 9.5%
This Quarter Est. Return
1 Year Est. Return
+9.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$9.89M
3 +$9.56M
4
TPL icon
Texas Pacific Land
TPL
+$8.22M
5
FCTR icon
First Trust Lunt US Factor Rotation ETF
FCTR
+$7.41M

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 Change
in Stake
Capital Flow
76
$217K 0.12%
+17,337
77
$216K 0.12%
+982
78
$207K 0.11%
+4,790
79
$201K 0.11%
+3,495