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
$144M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.7M
3
+$9.79M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.33M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.02M

Top Sells

1
+$8.29M
2
+$8.26M
3
+$8.18M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.12M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$7.82M

Sector Composition

1 Consumer Discretionary 0.03%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.08%
+56,062
27
$1.51M 1.05%
56,202
28
$1.03M 0.72%
+22,919
29
$953K 0.66%
10,398
-25,696
30
$948K 0.66%
+8,648
31
$939K 0.65%
23,856
+1,644
32
$933K 0.65%
+32,224
33
$594K 0.41%
5,931
-2,919
34
$594K 0.41%
39,243
35
$588K 0.41%
+5,719
36
$358K 0.25%
14,998
37
$40.6K 0.03%
1,693
-323
38
– –
-47,974
39
– –
-11,011
40
– –
-8,487
41
– –
-5,713
42
– –
-5,301
43
– –
-58,493
44
– –
-11,524
45
– –
-32,605
46
– –
-59,345
47
– –
-10,864
48
– –
-41,093
49
– –
-10,025
50
– –
-6,962
1
2
3