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
$193M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.11M
3
+$1.06M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$916K

Top Sells

1
+$4.23M
2
+$2.45M
3
+$1.24M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.14M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.02M

Sector Composition

1 Energy 4.9%
2 Financials 1.32%
3 Healthcare 0.69%
4 Technology 0.67%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.12%
3,910
-878
77
$234K 0.12%
1,489
+32
78
$233K 0.12%
982
79
$233K 0.12%
2,202
+13
80
$223K 0.12%
+4,879
81
$221K 0.11%
7,214
-2,056
82
$203K 0.11%
+3,320
83
$202K 0.1%
+3,482
84
$161K 0.08%
17,337
85
$152K 0.08%
25,643
86
– –
-10,168
87
– –
-6,820
88
– –
-4,864
89
– –
-7,538
90
– –
-8,536
1 2 3
4