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
$130M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.8M
3
+$1.48M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.35M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.3M

Top Sells

1
+$6.21M
2
+$4.94M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.45M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.32M

Sector Composition

1 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 11.22%
582,795
+13,062
2
$6.19M 4.77%
129,467
+5,624
3
$5.83M 4.5%
77,072
+17,127
4
$5.82M 4.49%
120,504
+15,613
5
$5.73M 4.41%
24,634
+2,725
6
$5.71M 4.4%
72,648
+17,113
7
$5.7M 4.4%
43,287
+6,875
8
$5.65M 4.36%
96,299
+5,302
9
$5.65M 4.35%
138,842
+36,323
10
$5.54M 4.27%
56,803
+410
11
$5.47M 4.22%
20,727
12
$5.21M 4.01%
95,843
-5,914
13
$4.95M 3.82%
197,286
+43,198
14
$3.92M 3.02%
77,930
-1,835
15
$3.53M 2.72%
61,559
+2,365
16
$2.93M 2.26%
+22,185
17
$2.87M 2.21%
29,570
-25,254
18
$2.8M 2.16%
+27,837
19
$2.47M 1.9%
47,766
-1,553
20
$2.46M 1.9%
133,215
+4,796
21
$2.42M 1.86%
8,632
-1,022
22
$2.41M 1.86%
32,202
-6,650
23
$2.09M 1.61%
46,130
+3,077
24
$2.01M 1.55%
67,386
-3,536
25
$1.78M 1.38%
52,300
+2,518
1
2 3