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
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.77M
3
+$2.61M
4
IAU icon
iShares Gold Trust
IAU
+$2.4M
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$1.68M

Top Sells

1
+$16.1M
2
+$15.8M
3
+$8.61M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$3.95M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.47M

Sector Composition

1 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$577K 0.57%
+42,224
27
$573K 0.57%
9,629
-1,304
28
$565K 0.56%
+5,071
29
$438K 0.43%
8,409
+702
30
$378K 0.38%
+8,005
31
$372K 0.37%
+2,612
32
$366K 0.36%
+15,412
33
$319K 0.32%
3,141
-704
34
$215K 0.21%
+3,392
35
$207K 0.21%
+2,257
36
$59K 0.06%
+969
37
– –
-3,186
38
– –
-18,984
39
– –
-4,134
40
– –
-7,835
41
– –
-146,389
42
– –
-3,351
43
– –
-12,406
44
– –
-137,886
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