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
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.64M
3
+$2.6M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.62M

Top Sells

1
+$5.27M
2
+$4.44M
3
+$3.04M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.79M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.53M

Sector Composition

1 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.4%
14,996
+10,699
27
$1.87M 1.37%
49,782
+2,154
28
$1.82M 1.33%
29,740
-420
29
$1.62M 1.19%
+24,088
30
$1.57M 1.15%
58,564
31
$1.32M 0.97%
+15,371
32
$1.23M 0.9%
15,437
-449
33
$1.22M 0.89%
25,656
-1,289
34
$1.11M 0.81%
18,961
35
$672K 0.49%
38,776
36
$649K 0.48%
5,422
+3,216
37
$547K 0.4%
4,383
-292
38
$414K 0.3%
3,869
+118
39
$376K 0.28%
14,522
40
$316K 0.23%
+2,713
41
$315K 0.23%
+4,109
42
$309K 0.23%
2,892
+90
43
$233K 0.17%
+2,347
44
$232K 0.17%
1,223
-16,036
45
$230K 0.17%
+2,329
46
$229K 0.17%
+2,389
47
$229K 0.17%
+2,330
48
$32K 0.02%
+16,320
49
$25.3K 0.02%
+10,000
50
– –
-52,752
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