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
$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
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
– –
-7,939
52
– –
-90,458
53
– –
-60,601
54
– –
-135,360
55
– –
-7,877
56
– –
-35,006
57
– –
-4,090
58
– –
-46,597
59
– –
-2,319
60
– –
-5,900
61
– –
-22,642
62
– –
-5,676
63
– –
-1,105
64
– –
-3,500
65
– –
-1,413
66
– –
-6,060
67
– –
-4,252
68
– –
-17,269
69
– –
-2,258
1 2
3