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
$132M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.47M
3
+$4.45M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.43M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.4M

Top Sells

1
+$10.8M
2
+$10.7M
3
+$8.14M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$7.84M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$7.82M

Sector Composition

1 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.34%
+27,327
27
$1.73M 1.32%
31,277
-1,032
28
$1.68M 1.27%
49,343
-1,413
29
$1.67M 1.27%
59,503
-1,163
30
$1.47M 1.11%
56,202
31
$1.33M 1.01%
28,840
-4,805
32
$1.33M 1.01%
17,171
-2,844
33
$1.23M 0.93%
72,562
+7,065
34
$1.14M 0.86%
23,284
-572
35
$995K 0.76%
12,358
-1,071
36
$920K 0.7%
8,738
-25,338
37
$592K 0.45%
39,243
38
$564K 0.43%
5,381
-37,278
39
$529K 0.4%
5,187
-5,369
40
$478K 0.36%
4,696
-3,074
41
$466K 0.35%
+11,361
42
$461K 0.35%
+5,201
43
$461K 0.35%
4,162
-1,164
44
$436K 0.33%
14,998
45
$218K 0.17%
+2,121
46
$150K 0.11%
+56,000
47
– –
-23,180
48
– –
-4,451
49
– –
-34,805
50
– –
-118,626
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