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
$101M
AUM Growth
+$659K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.33M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$796K

Top Sells

1
+$6.75M
2
+$3.09M
3
+$1.47M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.39M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 6.44%
162,587
-2,911
2
$6.34M 6.29%
47,711
-5,901
3
$6.33M 6.28%
121,439
-22,167
4
$6.33M 6.28%
152,435
-13,925
5
$6.33M 6.28%
80,260
-12,997
6
$6.33M 6.28%
+128,914
7
$6.33M 6.28%
86,259
-13,784
8
$6.33M 6.28%
185,742
-43,257
9
$6.33M 6.28%
92,586
-7,501
10
$6.33M 6.28%
+160,155
11
$6.33M 6.28%
54,176
-5,335
12
$6.33M 6.28%
37,630
-8,250
13
$5.13M 5.09%
145,035
+19,264
14
$3.78M 3.76%
153,041
+22,667
15
$2.81M 2.79%
+53,674
16
$2.17M 2.16%
33,320
+1,050
17
$2.17M 2.16%
53,383
-15,889
18
$2.16M 2.15%
9,916
-2,985
19
$922K 0.92%
+8,099
20
$796K 0.79%
+13,277
21
$784K 0.78%
+6,661
22
$610K 0.61%
6,619
-558
23
$610K 0.61%
+45,501
24
$610K 0.61%
+7,442
25
$610K 0.61%
+13,937
1
2