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
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.64M
3
+$2.6M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.62M

Top Sells

1
+$5.27M
2
+$4.44M
3
+$3.04M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$2.79M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.53M

Sector Composition

1 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 10.93%
569,733
2
$6.54M 4.8%
123,843
3
$6.21M 4.56%
40,295
+12,705
4
$5.67M 4.16%
+101,757
5
$5.55M 4.08%
54,824
+13,112
6
$5.47M 4.01%
20,727
7
$5.01M 3.68%
90,997
+8,515
8
$4.99M 3.66%
56,393
+6,474
9
$4.95M 3.63%
21,909
+2,753
10
$4.94M 3.63%
51,252
+6,319
11
$4.93M 3.62%
36,412
+3,457
12
$4.84M 3.56%
59,945
-2,999
13
$4.75M 3.49%
104,891
+5,707
14
$4.61M 3.38%
55,535
+1,863
15
$4.58M 3.36%
102,519
+475
16
$4.19M 3.08%
79,765
+168
17
$3.87M 2.84%
154,088
+4,001
18
$3.73M 2.74%
59,194
+1,009
19
$3.16M 2.32%
38,852
+3,897
20
$2.64M 1.94%
+20,573
21
$2.6M 1.91%
+49,319
22
$2.58M 1.9%
9,654
23
$2.52M 1.85%
128,419
+63,421
24
$2.35M 1.73%
70,922
25
$2.17M 1.6%
43,053
+166
1
2 3