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
$203M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.06M
3
+$968K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$951K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$641K

Top Sells

1
+$3.51M
2
+$1.65M
3
+$1.11M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$974K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$917K

Sector Composition

1 Energy 6%
2 Healthcare 0.81%
3 Technology 0.69%
4 Consumer Discretionary 0.39%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.13%
4,452
-340
77
$252K 0.12%
500
78
$243K 0.12%
3,910
79
$232K 0.11%
4,942
-1,898
80
$211K 0.1%
4,209
+127
81
$210K 0.1%
29,543
+3,900
82
$210K 0.1%
1,667
+11
83
$208K 0.1%
+8,085
84
$204K 0.1%
3,172
-27
85
$204K 0.1%
+5,069
86
$125K 0.06%
10,336
87
$121K 0.06%
+16,655
88
$111K 0.05%
17,337
89
– –
-8,844
90
– –
-7,205
91
– –
-33,553
92
– –
-3,263
93
– –
-6,105
94
– –
-15,650
95
– –
-5,304
96
– –
-5,436
1 2 3
4