BCM
Beaumont Capital Management Portfolio holdings
AUM
$146M
This Quarter Return
-2.86%
1 Year Return
+10.46%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-4.7%)
Cap. Flow
-$1.93M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
51.16%
Holding
58
New
9
Increased
24
Reduced
12
Closed
9
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$2.93M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.8M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.48M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.35M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.3M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.02% |
