BCM

Beaumont Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 7.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.53M
3
+$2.47M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$1.26M
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.22M

Top Sells

1
+$3.51M
2
+$3.19M
3
+$3.01M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.6M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.28M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,511
52
– –
-4,443
53
– –
-44,813
54
– –
-4,405
1 2
3