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
$190M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.44M
3
+$1.55M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.04M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$681K

Top Sells

1
+$1.75M
2
+$1.73M
3
+$1.31M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$974K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$707K

Sector Composition

1 Energy 6.19%
2 Financials 1.07%
3 Healthcare 0.78%
4 Technology 0.62%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.1M 27.46%
1,034,991
+48,549
2
$11.4M 6%
18,735
+6
3
$9M 4.75%
244,020
-6,309
4
$8.17M 4.31%
161,075
-34,044
5
$7.29M 3.85%
296,151
+14,145
6
$6.56M 3.46%
190,002
+7,500
7
$6.19M 3.26%
104,141
-11,894
8
$5.97M 3.15%
173,222
+6,196
9
$5.37M 2.83%
113,674
+5,737
10
$4.95M 2.61%
207,736
+13,358
11
$4.2M 2.22%
172,737
+2,902
12
$3.5M 1.85%
+151,726
13
$2.92M 1.54%
92,368
+6,863
14
$2.9M 1.53%
68,977
-3,420
15
$2.81M 1.48%
19,832
+1,451
16
$2.73M 1.44%
54,275
+2,743
17
$2.5M 1.32%
79,078
+4,307
18
$2.29M 1.21%
26,025
+3,078
19
$2.23M 1.17%
93,169
+797
20
$2.2M 1.16%
56,962
+6,080
21
$2.15M 1.13%
23,411
+11,354
22
$2.09M 1.1%
34,910
+3,576
23
$2.09M 1.1%
67,359
-573
24
$2.02M 1.07%
57,932
25
$2.01M 1.06%
102,062
+11,421
1
2 3 4