BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$993K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Top Sells

1
+$1.45M
2
+$206K
3
+$79.7K
4
IBM icon
IBM
IBM
+$62.4K
5
CB
CHUBB CORPORATION
CB
+$29K

Sector Composition

1 Financials 14.97%
2 Industrials 12.51%
3 Healthcare 11.66%
4 Technology 9.67%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.37%
41,436
-219
27
$4.15M 1.36%
81,825
+4,723
28
$4.04M 1.32%
154,083
29
$3.66M 1.2%
32,050
30
$2.96M 0.97%
102,041
+32
31
$2.66M 0.87%
29,295
32
$2.57M 0.84%
47,018
+830
33
$2.56M 0.84%
95,605
+2,500
34
$2.14M 0.7%
43,200
+125
35
$1.86M 0.61%
24,300
+250
36
$1.78M 0.58%
43,133
+900
37
$1.73M 0.57%
28,107
+168
38
$1.72M 0.56%
23,941
-371
39
$1.7M 0.56%
32,781
-1,536
40
$1.68M 0.55%
41,558
41
$1.66M 0.54%
25,684
-175
42
$1.64M 0.54%
27,999
+376
43
$1.59M 0.52%
29,198
-150
44
$1.48M 0.48%
30,136
-393
45
$1.48M 0.48%
15,213
46
$1.32M 0.43%
15,941
-309
47
$1.29M 0.42%
19,365
+925
48
$1.27M 0.42%
35,585
+10,650
49
$1.18M 0.39%
92,704
50
$1.03M 0.34%
27,041
+750
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