BCM

Beaumont Capital Management Portfolio holdings

AUM $146M
This Quarter Return
-3.14%
1 Year Return
+10.46%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
Cap. Flow
-$13.3M
Cap. Flow %
-8.55%
Top 10 Hldgs %
49.48%
Holding
52
New
7
Increased
18
Reduced
13
Closed
14

Top Buys

1
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
$6.99M
2
XLI icon
Industrial Select Sector SPDR Fund
XLI
$6.99M
3
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
$6.81M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
$6.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.06M

Top Sells

1
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
$6.8M
2
XLB icon
Materials Select Sector SPDR Fund
XLB
$6.8M
3
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
$6.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
$6.8M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$4.68M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
XLC icon
51
The Communication Services Select Sector SPDR Fund
XLC
$25.4B
– –
-87,584
Closed -$6.8M
XLF icon
52
Financial Select Sector SPDR Fund
XLF
$53.6B
– –
-174,226
Closed -$6.8M
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