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
$257M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.3M
3
+$6.75M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$2.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.38M

Top Sells

1
+$3.63M
2
+$2.26M
3
+$2.13M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.2M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.12M

Sector Composition

1 Energy 4.1%
2 Technology 0.73%
3 Consumer Discretionary 0.44%
4 Financials 0.34%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.09%
5,314
-3,445
77
$233K 0.09%
7,188
78
$201K 0.08%
4,984
-225
79
$191K 0.07%
16,655
80
$158K 0.06%
29,793
+253
81
$155K 0.06%
+11,925
82
$123K 0.05%
17,337
83
– –
-151,420
84
– –
-1,671
85
– –
-3,191
86
– –
-8,088
87
– –
-5,081
88
– –
-4,221
89
– –
-5,464
90
– –
-21,798
91
– –
-8,131
92
– –
-29,729
93
– –
-972
94
– –
-5,447
95
– –
-8,278
96
– –
-26,952
97
– –
-8,658
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4