BCM
Beaumont Capital Management Portfolio holdings
AUM
$146M
This Quarter Return
-1.13%
1 Year Return
+10.46%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+15%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
67.38%
Holding
50
New
21
Increased
18
Reduced
–
Closed
11
Top Buys
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$6.58M |
| 2 |
iShares US Financial Services ETF
IYG
|
$1.24M |
| 3 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$1.22M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.22M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$1.22M |
