BCM

Beaumont Capital Management Portfolio holdings

AUM $81.1M
1-Year Est. Return 12.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.93M
3
+$4.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.47M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$4.46M

Top Sells

1
+$2.75M
2
+$2.3M
3
+$2.13M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.03M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,087
52
– –
-6,394
53
– –
-7,267
54
– –
-5,885
1 2
3