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
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.64M
3
+$2.6M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.62M

Top Sells

1
+$5.27M
2
+$4.44M
3
+$3.04M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.79M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.53M

Sector Composition

1 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,047
52
– –
-3,567
53
– –
-4,681
54
– –
-23,194
55
– –
-106,159
56
– –
-15,108
57
– –
-5,975
58
– –
-103,055
59
– –
-48,715
60
– –
-10,386
1 2
3