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
$201M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$1.13M
3
+$1.09M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$819K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$743K

Top Sells

1
+$8.27M
2
+$3.11M
3
+$1.97M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.06M
5
DWLD icon
Davis Select Worldwide ETF
DWLD
+$721K

Sector Composition

1 Energy 4.81%
2 Healthcare 0.78%
3 Technology 0.66%
4 Consumer Discretionary 0.34%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.14%
13,843
+608
77
$286K 0.14%
596
-2
78
$286K 0.14%
4,792
-968
79
$273K 0.14%
1,457
-32
80
$255K 0.13%
982
81
$249K 0.12%
3,910
82
$243K 0.12%
+500
83
$222K 0.11%
3,199
-121
84
$218K 0.11%
25,643
85
$202K 0.1%
+1,656
86
$202K 0.1%
+4,082
87
$168K 0.08%
+10,336
88
$131K 0.06%
17,337
89
– –
-9,321
90
– –
-2,202
91
– –
-3,482
92
– –
-2,524
93
– –
-26,533
94
– –
-4,879
1 2 3
4