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
$143M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$662K
3
+$591K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$439K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$364K

Top Sells

1
+$876K
2
+$644K
3
+$613K
4
PFE icon
Pfizer
PFE
+$210K
5
XRX icon
Xerox
XRX
+$188K

Sector Composition

1 Healthcare 15.61%
2 Financials 11.68%
3 Technology 11.24%
4 Energy 6.86%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.19%
19,305
+1,100
27
$1.69M 1.18%
31,650
+4,450
28
$1.67M 1.17%
23,660
+1,152
29
$1.58M 1.1%
46,710
-1,200
30
$1.57M 1.1%
32,189
+117
31
$1.55M 1.08%
19,968
-25
32
$1.54M 1.08%
25,700
+1,750
33
$1.47M 1.03%
13,182
-150
34
$1.44M 1.01%
55,660
+16,956
35
$1.41M 0.98%
58,482
36
$1.39M 0.97%
31,241
+2,800
37
$1.34M 0.94%
15,543
-164
38
$1.29M 0.9%
10,625
-330
39
$1.17M 0.82%
10,880
+1,800
40
$1.12M 0.78%
13,595
+1,700
41
$1.11M 0.78%
46,492
+3,809
42
$1.1M 0.77%
24,702
+13,297
43
$1.09M 0.76%
18,517
+650
44
$1.09M 0.76%
20,015
+1,225
45
$1.04M 0.73%
17,760
+2,125
46
$973K 0.68%
17,905
+2,160
47
$950K 0.66%
26,350
48
$945K 0.66%
15,837
+612
49
$943K 0.66%
15,850
+2,225
50
$941K 0.66%
19,135
+800
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