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LCM

Lunt Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
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
+$1.41M
3
+$1.15M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.01M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$757K

Top Sells

1
+$2.12M
2
+$1.8M
3
+$966K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$935K
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$905K

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
– –
-19,455
88
– –
-6,641
89
– –
-8,079
90
– –
-4,130
91
– –
-22,295
92
– –
-4,478
93
– –
-6,126
94
– –
-5,314
1 2 3
4