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
$190M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.44M
3
+$1.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.04M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$681K

Top Sells

1
+$1.75M
2
+$1.73M
3
+$1.31M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$974K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$707K

Sector Composition

1 Energy 6.19%
2 Financials 1.07%
3 Healthcare 0.78%
4 Technology 0.62%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$175K 0.09%
17,337
77
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-9,079
78
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-1
79
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-14,071
80
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-3,495
81
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-4,790
82
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-7,362
83
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-19,224
84
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-35,609
85
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-27,802
86
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-14,305
87
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-4,090
1 2 3
4