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BCM

Beaumont Capital Management Portfolio holdings

AUM $81M
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.77M
3
+$5.75M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.69M
5
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.53M

Top Sells

1
+$5.4M
2
+$5.12M
3
+$5.11M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$5.09M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.35M

Sector Composition

1 Consumer Discretionary 0%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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54
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58
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60
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61
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62
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64
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-135,360
65
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-7,877
66
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68
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69
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