BCM

Beaumont Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 7.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.16M
3
+$2.61M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$2.41M
5
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.4M

Top Sells

1
+$5.73M
2
+$3.92M
3
+$2.72M
4
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$2.46M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.09M

Sector Composition

1 Financials 1.65%
2 Real Estate 1.36%
3 Consumer Discretionary 0.81%
4 Technology 0.57%
5 Materials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.59%
63,575
-3,811
27
$1.84M 1.36%
+2,258
28
$1.63M 1.2%
+31,330
29
$1.61M 1.18%
59,700
+1,136
30
$1.45M 1.07%
+5,900
31
$1.31M 0.97%
+29,053
32
$1.2M 0.89%
+10,187
33
$1.1M 0.81%
+4,252
34
$1.05M 0.78%
20,446
+1,485
35
$990K 0.73%
12,544
-3,437
36
$988K 0.73%
21,391
-8,556
37
$776K 0.57%
+2,068
38
$626K 0.46%
+1,105
39
$613K 0.45%
39,091
+315
40
$579K 0.43%
8,733
+4,278
41
$574K 0.42%
+17,725
42
$573K 0.42%
+4,090
43
$571K 0.42%
+7,939
44
$525K 0.39%
+3,500
45
$436K 0.32%
2,319
+813
46
$412K 0.3%
17,508
+2,986
47
$400K 0.29%
+1,413
48
$397K 0.29%
+2,778
49
$336K 0.25%
+2,280
50
$315K 0.23%
5,676
+234
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