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
$102M
AUM Growth
+$915K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.24M
3
+$1.22M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1.22M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.22M

Top Sells

1
+$6.49M
2
+$2.17M
3
+$796K
4
AIA icon
iShares Asia 50 ETF
AIA
+$610K
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$610K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.58M 6.47%
121,284
-155
2
$6.58M 6.47%
160,303
+7,868
3
$6.58M 6.47%
79,908
-352
4
$6.58M 6.47%
122,094
-6,820
5
$6.58M 6.47%
81,230
-5,029
6
$6.58M 6.47%
179,265
-6,477
7
$6.58M 6.47%
44,543
-3,168
8
$6.58M 6.47%
94,001
+1,415
9
$6.58M 6.47%
148,370
-11,785
10
$6.58M 6.47%
52,221
-1,955
11
$6.58M 6.47%
36,837
-793
12
$5.1M 5.02%
138,710
-6,325
13
$4.49M 4.42%
106,746
+53,363
14
$3.67M 3.62%
147,333
-5,708
15
$2.92M 2.87%
55,723
+2,049
16
$2.23M 2.2%
9,130
-786
17
$1.24M 1.22%
+20,004
18
$1.22M 1.2%
+23,612
19
$1.22M 1.2%
+23,635
20
$1.22M 1.2%
+7,705
21
$1.22M 1.2%
+23,815
22
$1.22M 1.2%
+16,480
23
$622K 0.61%
+8,025
24
$612K 0.6%
5,172
-1,489
25
$609K 0.6%
5,287
-2,812
1
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