LCM
Lunt Capital Management Portfolio holdings
AUM
$261M
This Quarter Return
+4.69%
1 Year Return
+9.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+5.4%)
Cap. Flow
+$7.49K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
51.5%
Holding
102
New
14
Increased
39
Reduced
14
Closed
11
Top Buys
Top Sells
| 1 |
Texas Pacific Land
TPL
|
$4.26M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$3.24M |
| 3 |
HealthEquity
HQY
|
$1.53M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.09M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
First Trust Managed Municipal ETF
FMB
$1.86B
| – | – |
-9,947
| Closed | -$508K |
|
|
102
HealthEquity
HQY
$8.26B
| – | – |
-17,730
| Closed | -$1.53M |
|