BCM

Beaumont Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 7.46%
This Quarter Est. Return
1 Year Est. Return
+7.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.5M
3
+$9.21M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.4M
5
GLD icon
SPDR Gold Trust
GLD
+$696K

Top Sells

1
+$7.01M
2
+$7M
3
+$7M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$6.99M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$6.99M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$404K 0.33%
+7,707
27
$400K 0.33%
+7,835
28
$368K 0.3%
+18,984
29
$339K 0.28%
+3,351
30
– –
-85,186
31
– –
-3,521
32
– –
-3,126
33
– –
-3,156
34
– –
-140,731
35
– –
-129,514
36
– –
-56,878
37
– –
-145,900
38
– –
-2,856
39
– –
-8,172
40
– –
-11,223
41
– –
-19,908
42
– –
-2,344
43
– –
-67,892
44
– –
-92,310
45
– –
-144,692
46
– –
-51,036
47
– –
-37,792
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