BCM

Beaumont Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 7.46%
This Quarter Est. Return
1 Year Est. Return
+7.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.99M
3
+$4.96M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.46M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$1.15M

Top Sells

1
+$6.01M
2
+$3.61M
3
+$2.11M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.06M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.71M

Sector Composition

1 Healthcare 0.3%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
51
iShares MBS ETF
MBB
$38.9B
– –
-12,256
SDY icon
52
State Street SPDR S&P Dividend ETF
SDY
$19.8B
– –
-4,384
SMIN icon
53
iShares MSCI India Small-Cap ETF
SMIN
$808M
– –
-15,877
SPHQ icon
54
Invesco S&P 500 Quality ETF
SPHQ
$15B
– –
-16,977
XLP icon
55
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
– –
-74,201
1 2
3