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BCM

Beaumont Capital Management Portfolio holdings

AUM $81M
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.94M
3
+$4.89M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.46M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$1.09M

Top Sells

1
+$6.01M
2
+$3.61M
3
+$1.98M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.94M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.63M

Sector Composition

1 Healthcare 0.3%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 10.44%
608,102
+30,221
2
$8.53M 5.66%
142,294
3
$6.27M 4.16%
40,673
-1,565
4
$6.01M 3.99%
106,535
-2,764
5
$5.68M 3.77%
77,352
6
$5.19M 3.45%
36,826
-14,984
7
$5.19M 3.44%
118,976
-31,722
8
$5.08M 3.37%
+36,510
9
$5.07M 3.36%
107,951
+19,039
10
$5.02M 3.34%
119,244
-26,012
11
$4.99M 3.31%
+111,712
12
$4.98M 3.31%
42,095
-17,442
13
$4.96M 3.29%
41,410
-14,232
14
$4.96M 3.29%
+110,598
15
$4.95M 3.29%
64,876
-18,283
16
$4.16M 2.76%
58,245
-3,719
17
$4.09M 2.71%
107,691
-12,038
18
$3.73M 2.48%
107,448
-5,495
19
$3.71M 2.46%
147,869
+3,618
20
$3.7M 2.46%
30,992
+220
21
$3.66M 2.43%
35,408
+569
22
$3.19M 2.12%
16,804
+105
23
$2.72M 1.81%
35,084
+1,336
24
$2.64M 1.76%
26,378
+527
25
$2.61M 1.73%
51,444
+1,417
1
2 3