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
$155M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.9M
3
+$6.73M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$6.72M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.12M

Top Sells

1
+$6.8M
2
+$6.8M
3
+$6.8M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.8M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.68M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,932
52
– –
-128,298
1 2
3