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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
$262M
AUM Growth
+$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.26M
3
+$1.13M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$744K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K

Top Sells

1
+$7.93M
2
+$2.05M
3
+$1.37M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.2M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$813K

Sector Composition

1 Energy 3.44%
2 Consumer Discretionary 1.21%
3 Materials 0.79%
4 Technology 0.59%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.14%
3,736
77
$341K 0.13%
7,330
78
$315K 0.12%
52,260
+1,250
79
$308K 0.12%
3,910
80
$306K 0.12%
11,066
81
$241K 0.09%
7,188
82
$240K 0.09%
5,613
83
$233K 0.09%
7,705
84
$228K 0.09%
4,505
85
$223K 0.09%
4,723
86
$221K 0.08%
4,004
87
$220K 0.08%
6,935
88
$214K 0.08%
5,091
89
$213K 0.08%
+3,669
90
$206K 0.08%
7,640
+4
91
$156K 0.06%
17,972
+659
92
$154K 0.06%
11,442
-635
93
$49.4K 0.02%
17,337
94
– –
-6,899
95
– –
-13,129
1 2 3
4