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
$136M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.03M
3
+$2.16M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.28M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.17M

Top Sells

1
+$3.78M
2
+$2.87M
3
+$2.29M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.83M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.76M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.3%
30,667
-610
27
$1.74M 1.28%
48,452
-891
28
$1.57M 1.16%
59,503
29
$1.45M 1.07%
55,768
-434
30
$1.28M 0.94%
+44,167
31
$1.26M 0.93%
69,891
-2,671
32
$1.2M 0.88%
23,284
33
$1.19M 0.88%
15,457
-1,714
34
$1.19M 0.88%
26,020
-2,820
35
$1M 0.74%
+11,423
36
$585K 0.43%
38,776
-467
37
$570K 0.42%
5,485
+104
38
$567K 0.42%
+3,658
39
$534K 0.39%
4,611
-85
40
$533K 0.39%
4,825
-362
41
$487K 0.36%
6,511
-38,357
42
$484K 0.36%
4,443
+281
43
$478K 0.35%
4,614
-4,124
44
$476K 0.35%
4,405
-34,960
45
$413K 0.3%
14,522
-476
46
$228K 0.17%
2,062
-59
47
– –
-56,000
48
– –
-27,327
49
– –
-12,358
50
– –
-11,931
1
2
3