BCM

Beaumont Capital Management Portfolio holdings

AUM $146M
This Quarter Return
+8.54%
1 Year Return
+10.46%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
Cap. Flow
-$18.8M
Cap. Flow %
-14.29%
Top 10 Hldgs %
44.14%
Holding
51
New
14
Increased
3
Reduced
24
Closed
5

Top Buys

1
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
$4.56M
2
XLB icon
Materials Select Sector SPDR Fund
XLB
$4.47M
3
XLF icon
Financial Select Sector SPDR Fund
XLF
$4.45M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
$4.43M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
$4.4M

Top Sells

1
XLK icon
Technology Select Sector SPDR Fund
XLK
$10.8M
2
XLE icon
Energy Select Sector SPDR Fund
XLE
$10.7M
3
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$8.14M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
$7.84M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
$7.82M

Sector Composition

1 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
XLY icon
51
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
– – -1,310 Closed -$211K
1 2
3