BCM

Beaumont Capital Management Portfolio holdings

AUM $81.1M
1-Year Est. Return 12.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.81M
3
+$1.57M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.39M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.36M

Top Sells

1
+$6.21M
2
+$4.94M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.49M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.33M

Sector Composition

1 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,109
52
– –
-20,573
53
– –
-4,383
54
– –
-2,330
55
– –
-2,713
56
– –
-102,504
57
– –
-40,295
58
– –
-10,000
1 2
3