LCM

Lunt Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 9.73%
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.43M
3
+$1.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.05M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$776K

Top Sells

1
+$2.12M
2
+$1.79M
3
+$967K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$946K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$906K

Sector Composition

1 Energy 4.59%
2 Technology 0.62%
3 Consumer Discretionary 0.37%
4 Financials 0.3%
5 Materials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.08%
7,188
77
$220K 0.08%
+8,105
78
$209K 0.08%
+4,039
79
$209K 0.08%
5,133
+149
80
$208K 0.08%
+5,655
81
$204K 0.07%
+6,935
82
$200K 0.07%
+4,760
83
$192K 0.07%
16,655
84
$163K 0.06%
11,925
85
$91.8K 0.03%
29,793
86
$78.5K 0.03%
17,337
87
– –
-4,130
88
– –
-22,295
89
– –
-5,314
90
– –
-2,239
91
– –
-3,063
92
– –
-19,455
93
– –
-6,641
94
– –
-8,079
1 2 3
4