LCM
Lunt Capital Management Portfolio holdings
AUM
$267M
1-Year Est. Return
8.08%
This Fund
S&P 500
1 Year Est. Return
+8.08%
AUM
$267M
AUM Growth
+$5.48M
(+2.1%)
Holding
107
Top Buys
| 1 | +$8.93M | |
| 2 | +$3.44M | |
| 3 | +$3.1M | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$2.33M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.29M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$2.6M | |
| 3 | +$1.25M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$935K |
| 5 |
Texas Pacific Land
TPL
|
+$859K |
Sector Composition
| 1 | Materials | 3.82% |
| 2 | Energy | 2.8% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Technology | 0.56% |
| 5 | Financials | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Pacer Data & Infrastructure Real Estate ETF
SRVR
$382M
| – | – |
-6,935
|
|
||
102
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
| – | – |
-21,504
|
|
||
103
SPDR Dow Jones Global Real Estate ETF
RWO
$1.16B
| – | – |
-10,595
|
|
||
104
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$134M
| – | – |
-33,948
|
|
||
|
IBTF
105
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-177,447
|
|
||
106
FT Vest US Equity Deep Buffer ETF September
DSEP
$341M
| – | – |
-15,046
|
|
||
107
FT Vest US Equity Deep Buffer ETF February
DFEB
$387M
| – | – |
-13,765
|
|