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LCM

Lunt Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.26M
3
+$1.13M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$744K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K

Top Sells

1
+$7.93M
2
+$2.05M
3
+$1.37M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.2M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$813K

Sector Composition

1 Energy 3.44%
2 Consumer Discretionary 1.21%
3 Materials 0.79%
4 Technology 0.59%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 17.18%
893,787
-157,445
2
$13.6M 5.21%
263,114
+179
3
$10.8M 4.14%
305,209
-16,425
4
$10.6M 4.04%
224,694
+1,884
5
$10.2M 3.91%
111,462
-22,430
6
$9.45M 3.61%
222,598
-6,658
7
$9.12M 3.49%
180,207
-27,132
8
$8.62M 3.3%
27,693
9
$7.62M 2.91%
159,113
-502
10
$6.57M 2.51%
132,039
-2,513
11
$5.94M 2.27%
71,957
+349
12
$5.84M 2.23%
225,955
-7,057
13
$5.06M 1.94%
26,697
+3,781
14
$4.97M 1.9%
53,194
-1,368
15
$4.78M 1.83%
120,102
-3,647
16
$4.5M 1.72%
78,267
+84
17
$4.49M 1.72%
110,741
-2,034
18
$4.39M 1.68%
56,093
-342
19
$4.37M 1.67%
44,109
-8,337
20
$4.15M 1.59%
177,447
-7,978
21
$4.14M 1.58%
96,338
-2,116
22
$3.95M 1.51%
141,027
+960
23
$3.31M 1.27%
71,961
-3,300
24
$2.82M 1.08%
65,848
-52
25
$2.74M 1.05%
61,912
-322
1
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