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
$139M
AUM Growth
-$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.34M
3
+$2.18M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$1.67M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.61M

Top Sells

1
+$10.8M
2
+$2.95M
3
+$2.94M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.52M

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 9.65%
81,679
+6,732
2
$13M 9.39%
535,287
3
$11.2M 8.06%
160,064
-4,062
4
$11M 7.94%
277,526
-3,950
5
$10.9M 7.88%
107,847
-1,259
6
$10.7M 7.73%
+118,626
7
$5.9M 4.25%
134,847
-500
8
$4.96M 3.58%
23,840
9
$4.82M 3.47%
114,894
+2,856
10
$4.46M 3.21%
47,399
+14,900
11
$4.32M 3.12%
42,659
+32,970
12
$4.21M 3.03%
39,802
+15,754
13
$3.93M 2.83%
68,226
+15,990
14
$3.57M 2.57%
16,676
15
$3.41M 2.46%
34,076
+9,390
16
$3.13M 2.26%
60,352
+2,243
17
$2.89M 2.08%
60,166
+1,260
18
$2.18M 1.57%
+23,180
19
$2.12M 1.53%
13,449
-1,089
20
$1.8M 1.29%
60,666
21
$1.61M 1.16%
+32,309
22
$1.57M 1.13%
50,756
+520
23
$1.5M 1.08%
20,015
+703
24
$1.48M 1.07%
33,645
+2,013
25
$1.42M 1.02%
56,202
1
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