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
1
$32.8M 15.31%
652,142
-64,435
2
$11.9M 5.55%
239,518
+3,599
3
$11M 5.13%
437,396
+12,386
4
$9.97M 4.66%
11,270
-4,811
5
$9.34M 4.37%
300,433
+11,494
6
$8.68M 4.06%
187,879
+4,610
7
$7.59M 3.55%
198,808
+5,353
8
$7.21M 3.37%
142,494
-5,995
9
$6.07M 2.84%
122,832
+4,695
10
$5.69M 2.66%
217,792
+7,085
11
$5.43M 2.54%
130,296
+24,195
12
$4.78M 2.24%
204,200
-3,925
13
$4.53M 2.12%
67,116
+5,783
14
$4.31M 2.01%
24,041
+2,249
15
$4.04M 1.89%
41,684
+9,388
16
$3.93M 1.84%
54,088
+3,676
17
$3.63M 1.7%
151,420
-4,778
18
$3.49M 1.63%
60,325
+15,499
19
$3.23M 1.51%
128,347
+9,370
20
$2.93M 1.37%
30,985
+1,203
21
$2.87M 1.34%
69,317
+2,581
22
$2.86M 1.34%
119,019
+9,598
23
$2.75M 1.29%
73,608
+5,262
24
$2.6M 1.21%
57,384
-1,753
25
$2.49M 1.16%
66,262
-346
1
2 3 4 5