BCM

Beaumont Capital Management Portfolio holdings

AUM $146M
1-Year Est. Return 10.46%
This Quarter Est. Return
1 Year Est. Return
+10.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$659K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.33M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$796K

Top Sells

1
+$6.75M
2
+$3.09M
3
+$1.47M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.39M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$610K 0.61%
3,874
+2,448
27
$365K 0.36%
+3,177
28
$257K 0.26%
2,638
+85
29
$219K 0.22%
3,560
-554
30
– –
-4,142
31
– –
-26,123
32
– –
-265,993
33
– –
-1,745
34
– –
-7,399
35
– –
-5,238
36
– –
-2,955
37
– –
-4,022
38
– –
-4,950
39
– –
-19,666
40
– –
-5,574
41
– –
-62,684
42
– –
-3,204
1
2