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
$144M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.7M
3
+$9.79M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.33M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.02M

Top Sells

1
+$8.29M
2
+$8.26M
3
+$8.18M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.12M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$7.82M

Sector Composition

1 Consumer Discretionary 0.03%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-237,340
52
– –
-111,212
53
– –
-116,094
54
– –
-60,826
55
– –
-100,611
1 2
3