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
$144M
AUM Growth
+$35.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$10.8M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.52M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.16M

Top Sells

1
+$14.2M
2
+$13.7M
3
+$9.08M
4
TOK icon
iShares MSCI Kokusai Fund
TOK
+$2.79M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.53M

Sector Composition

1 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 9.43%
535,287
-91,938
2
$13M 9.05%
74,947
+3,113
3
$12M 8.36%
+164,126
4
$11.7M 8.13%
109,106
+18,191
5
$11.3M 7.87%
+281,476
6
$10.8M 7.52%
+238,350
7
$6.25M 4.34%
135,347
-8,284
8
$5.25M 3.65%
23,840
+1,170
9
$4.93M 3.42%
112,038
-5,927
10
$3.86M 2.68%
45,219
-7,191
11
$3.83M 2.66%
16,676
12
$3.18M 2.21%
32,499
-932
13
$3.16M 2.2%
58,109
-2,853
14
$3.1M 2.15%
28,653
+20,005
15
$3.02M 2.09%
52,236
+5,702
16
$2.95M 2.05%
58,906
-344
17
$2.95M 2.05%
58,237
-706
18
$2.57M 1.79%
107,098
-2,752
19
$2.57M 1.79%
24,048
-3,863
20
$2.57M 1.78%
24,686
-311
21
$2.52M 1.75%
+26,121
22
$2.46M 1.71%
14,538
-3,993
23
$1.86M 1.29%
60,666
+12,157
24
$1.63M 1.14%
50,236
-3,262
25
$1.57M 1.09%
56,259
+197
1
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