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
$318M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.8M
3
+$1.76M
4
PCAR icon
PACCAR
PCAR
+$776K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$268K

Top Sells

1
+$455K
2
+$386K
3
+$352K
4
GE icon
GE Aerospace
GE
+$290K
5
VOD icon
Vodafone
VOD
+$247K

Sector Composition

1 Financials 14.9%
2 Healthcare 12.44%
3 Industrials 12.01%
4 Technology 9.65%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.32%
83,336
+1,511
27
$4.05M 1.27%
41,436
28
$3.95M 1.24%
32,050
29
$3.92M 1.23%
153,783
-300
30
$2.76M 0.87%
90,501
-11,540
31
$2.62M 0.82%
95,105
-500
32
$2.57M 0.81%
46,718
-300
33
$2.52M 0.79%
27,945
-1,350
34
$1.88M 0.59%
38,475
-4,725
35
$1.85M 0.58%
23,050
-1,250
36
$1.79M 0.56%
25,209
-475
37
$1.78M 0.56%
41,558
38
$1.75M 0.55%
27,549
-558
39
$1.65M 0.52%
27,149
-850
40
$1.64M 0.52%
42,483
-650
41
$1.57M 0.5%
27,823
-1,375
42
$1.54M 0.49%
20,962
-2,979
43
$1.49M 0.47%
31,288
+1,152
44
$1.46M 0.46%
28,913
-3,868
45
$1.39M 0.44%
94,613
+1,909
46
$1.32M 0.42%
13,513
-1,700
47
$1.32M 0.42%
15,821
-120
48
$1.25M 0.39%
19,265
-100
49
$1.23M 0.39%
33,885
-1,700
50
$1.1M 0.35%
26,979
-62
1
2
3 4