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
$214M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.2M
3
+$1.12M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$1.01M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$935K

Top Sells

1
+$4.26M
2
+$3.24M
3
+$1.53M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.06M

Sector Composition

1 Energy 4.82%
2 Technology 0.77%
3 Consumer Discretionary 0.41%
4 Materials 0.39%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,502
102
– –
-4,452
1 2 3 4
5