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
$142M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.26M
3
+$8.24M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.12M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$7.82M

Top Sells

1
+$14.5M
2
+$4.75M
3
+$3.17M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.92M

Sector Composition

1 Consumer Discretionary 0.07%
2 Technology 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-40,585
52
– –
-65,776
53
– –
-2,612
1 2
3