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
$136M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.03M
3
+$2.16M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.28M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.17M

Top Sells

1
+$3.78M
2
+$2.87M
3
+$2.29M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.83M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.76M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 10.69%
574,566
+43,194
2
$7.72M 5.68%
+81,764
3
$6.62M 4.87%
131,964
-2,883
4
$6.03M 4.44%
+77,068
5
$5.33M 3.92%
107,948
-2,182
6
$5.3M 3.9%
21,223
-2,384
7
$4.6M 3.39%
22,100
-3,558
8
$4.41M 3.24%
45,006
-623
9
$4.35M 3.2%
66,245
-1,988
10
$4.3M 3.17%
102,146
-16,306
11
$4.3M 3.16%
46,246
-6,052
12
$4.27M 3.14%
33,917
-5,300
13
$4.26M 3.13%
83,843
+22,966
14
$4.23M 3.11%
51,321
-5,584
15
$4.23M 3.11%
55,414
-5,713
16
$4.23M 3.11%
85,340
-16,197
17
$4.19M 3.08%
28,336
-4,117
18
$4.11M 3.02%
103,890
-9,953
19
$3.51M 2.58%
43,946
-872
20
$3.47M 2.55%
59,129
-610
21
$2.65M 1.95%
60,891
+49,530
22
$2.6M 1.91%
44,813
-683
23
$2.59M 1.91%
98,982
-3,884
24
$2.55M 1.87%
101,482
-20,844
25
$2.52M 1.85%
9,654
-7,022
1
2 3