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
$130M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.8M
3
+$1.48M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.35M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.3M

Top Sells

1
+$6.21M
2
+$4.94M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.45M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.32M

Sector Composition

1 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.34%
14,527
-469
27
$1.73M 1.33%
31,124
+1,384
28
$1.51M 1.17%
58,564
29
$1.36M 1.05%
29,947
+4,291
30
$1.25M 0.96%
15,981
+544
31
$1.22M 0.94%
+44,263
32
$1.14M 0.88%
14,936
-435
33
$998K 0.77%
18,961
34
$618K 0.48%
38,776
35
$595K 0.46%
5,067
-355
36
$562K 0.43%
+6,931
37
$414K 0.32%
3,970
+101
38
$304K 0.23%
14,522
39
$301K 0.23%
2,946
+54
40
$299K 0.23%
4,455
-19,633
41
$292K 0.23%
2,900
+553
42
$290K 0.22%
+2,054
43
$284K 0.22%
+9,317
44
$282K 0.22%
3,081
+692
45
$279K 0.22%
+6,532
46
$279K 0.21%
1,506
+283
47
$278K 0.21%
+5,442
48
$18.8K 0.01%
11,825
-4,495
49
$5.72K ﹤0.01%
+11,006
50
– –
-4,109
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