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
$257M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.3M
3
+$6.75M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$2.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.38M

Top Sells

1
+$3.63M
2
+$2.26M
3
+$2.13M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.2M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.12M

Sector Composition

1 Energy 4.1%
2 Technology 0.73%
3 Consumer Discretionary 0.44%
4 Financials 0.34%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 19%
969,665
+317,523
2
$21.3M 8.29%
847,989
+410,593
3
$13.9M 5.43%
276,209
+133,715
4
$12.3M 4.77%
249,011
+9,493
5
$10.4M 4.03%
314,625
+14,192
6
$10.2M 3.97%
9,231
-2,039
7
$9.57M 3.73%
206,281
+18,402
8
$7.91M 3.08%
212,752
+13,944
9
$6.67M 2.6%
158,409
+28,113
10
$6.33M 2.46%
129,978
+7,146
11
$5.69M 2.22%
227,857
+10,065
12
$5.55M 2.16%
225,014
+96,667
13
$5.15M 2%
220,721
+16,521
14
$5.06M 1.97%
73,410
+6,294
15
$5.01M 1.95%
54,017
+12,333
16
$4.76M 1.85%
27,152
+3,111
17
$4.54M 1.77%
80,393
+20,068
18
$4.39M 1.71%
66,351
+12,263
19
$3.77M 1.47%
41,742
+10,757
20
$3.65M 1.42%
92,551
+23,234
21
$3.63M 1.41%
39,743
+20,802
22
$3.02M 1.17%
90,833
+17,225
23
$2.81M 1.1%
128,871
+9,852
24
$2.81M 1.1%
114,841
+11,673
25
$2.72M 1.06%
121,093
+13,591
1
2 3 4