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
$193M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.11M
3
+$1.06M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$916K

Top Sells

1
+$4.23M
2
+$2.45M
3
+$1.24M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.14M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.02M

Sector Composition

1 Energy 4.9%
2 Financials 1.32%
3 Healthcare 0.69%
4 Technology 0.67%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.8M 24.73%
950,841
-84,150
2
$9.88M 5.11%
241,009
-3,011
3
$9.1M 4.71%
17,370
-1,365
4
$8.03M 4.16%
288,999
-7,152
5
$7.94M 4.11%
157,262
-3,813
6
$6.66M 3.45%
179,428
-10,574
7
$5.71M 2.96%
169,781
-3,441
8
$5.39M 2.79%
111,466
-2,208
9
$5.12M 2.65%
214,580
+6,844
10
$4.45M 2.31%
173,691
+954
11
$4.45M 2.3%
191,053
+39,327
12
$3.76M 1.95%
63,082
-41,059
13
$3.04M 1.58%
33,318
+9,907
14
$2.9M 1.5%
64,925
-4,052
15
$2.76M 1.43%
+110,592
16
$2.54M 1.32%
57,932
17
$2.48M 1.28%
26,821
+796
18
$2.44M 1.26%
71,786
+4,427
19
$2.42M 1.25%
97,667
+4,498
20
$2.4M 1.25%
59,750
+2,788
21
$2.16M 1.12%
33,208
-1,702
22
$2.02M 1.05%
57,317
-35,051
23
$2.02M 1.05%
36,153
-18,122
24
$1.99M 1.03%
12,602
-7,230
25
$1.89M 0.98%
88,859
-13,203
1
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