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
$132M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.47M
3
+$4.45M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.43M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.4M

Top Sells

1
+$10.8M
2
+$10.7M
3
+$8.14M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$7.84M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$7.82M

Sector Composition

1 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 10.34%
531,372
-3,915
2
$6.46M 4.9%
134,847
3
$5.49M 4.17%
23,607
-233
4
$5.08M 3.85%
110,130
-4,764
5
$4.94M 3.75%
25,658
-56,021
6
$4.56M 3.46%
+113,843
7
$4.53M 3.44%
45,629
-1,770
8
$4.52M 3.43%
101,537
-175,989
9
$4.49M 3.41%
56,905
-103,159
10
$4.47M 3.39%
+52,298
11
$4.47M 3.39%
39,217
-68,630
12
$4.45M 3.38%
+118,452
13
$4.43M 3.36%
+32,453
14
$4.4M 3.34%
+61,127
15
$4.32M 3.28%
+68,233
16
$4.27M 3.24%
39,365
-437
17
$4.03M 3.06%
16,676
18
$3.52M 2.67%
44,818
+27,684
19
$3.35M 2.54%
59,739
-613
20
$3.12M 2.37%
60,877
+711
21
$3.06M 2.32%
+44,868
22
$3.06M 2.32%
+122,326
23
$2.65M 2.01%
45,496
-22,730
24
$2.58M 1.96%
+102,866
25
$2.29M 1.74%
11,931
-1,518
1
2 3