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BCM

Beaumont Capital Management Portfolio holdings

AUM $81M
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$915K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.27M
3
+$1.25M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1.24M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.24M

Top Sells

1
+$6.49M
2
+$2.17M
3
+$796K
4
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$610K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$610K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$609K 0.6%
+6,272
27
$609K 0.6%
3,554
-320
28
$246K 0.24%
2,381
-257
29
$186K 0.18%
+12,677
30
– –
-13,277
31
– –
-3,177
32
– –
-45,501
33
– –
-162,587
34
– –
-7,442
35
– –
-13,937
36
– –
-3,560
37
– –
-6,619
38
– –
-33,320
1
2