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
$130M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.8M
3
+$1.48M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.35M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.3M

Top Sells

1
+$6.21M
2
+$4.94M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.45M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.32M

Sector Composition

1 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,573
52
– –
-4,383
53
– –
-2,330
54
– –
-2,713
55
– –
-2,329
56
– –
-51,252
57
– –
-40,295
58
– –
-10,000
1 2
3