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
$136M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$3.78M
2 +$2.87M
3 +$2.29M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.83M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.76M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,201