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
$173M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.8M
3
+$4.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.39M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.39M

Top Sells

1
+$2.75M
2
+$2.42M
3
+$2.29M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.13M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,158
52
– –
-2,087
53
– –
-3,197
54
– –
-7,267
1 2
3