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
$214M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.2M
3
+$1.12M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$1.01M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$935K

Top Sells

1
+$4.26M
2
+$3.24M
3
+$1.53M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.06M

Sector Composition

1 Energy 4.82%
2 Technology 0.77%
3 Consumer Discretionary 0.41%
4 Materials 0.39%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.13%
500
77
$278K 0.13%
982
78
$262K 0.12%
3,910
79
$241K 0.11%
7,188
-15,000
80
$231K 0.11%
+972
81
$221K 0.1%
5,081
+12
82
$219K 0.1%
+8,088
83
$219K 0.1%
3,191
+19
84
$216K 0.1%
+5,209
85
$215K 0.1%
4,221
+12
86
$212K 0.1%
1,671
+4
87
$210K 0.1%
8,131
+46
88
$204K 0.1%
+5,464
89
$146K 0.07%
16,655
90
$141K 0.07%
17,337
91
$136K 0.06%
29,540
-3
92
– –
-9,947
93
– –
-17,730
94
– –
-10,074
95
– –
-13,851
96
– –
-17,824
97
– –
-13,801
98
– –
-12,115
99
– –
-4,942
100
– –
-8,071
1 2 3
4
5