BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$690K
3
+$688K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$506K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$474K

Top Sells

1
+$952K
2
+$807K
3
+$337K
4
PCAR icon
PACCAR
PCAR
+$201K
5
AXP icon
American Express
AXP
+$162K

Sector Composition

1 Healthcare 14.86%
2 Financials 11.7%
3 Technology 10.39%
4 Energy 6.53%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.2%
34,143
27
$1.76M 1.19%
25,790
-4,955
28
$1.74M 1.18%
19,405
+100
29
$1.74M 1.17%
13,125
-6,102
30
$1.6M 1.08%
24,300
-1,400
31
$1.57M 1.06%
31,241
32
$1.51M 1.02%
57,970
+2,310
33
$1.51M 1.02%
19,743
-225
34
$1.51M 1.02%
13,082
-100
35
$1.48M 1%
58,482
36
$1.45M 0.98%
32,520
+331
37
$1.37M 0.93%
+23,300
38
$1.32M 0.89%
53,117
+6,625
39
$1.27M 0.86%
10,212
-413
40
$1.25M 0.85%
25,831
+1,129
41
$1.2M 0.81%
10,880
42
$1.18M 0.8%
13,655
+60
43
$1.13M 0.77%
14,277
+2,625
44
$1.08M 0.73%
19,595
-420
45
$1.07M 0.72%
4,390
+475
46
$1.06M 0.71%
15,910
+60
47
$1.03M 0.7%
17,760
48
$1.03M 0.7%
9,574
49
$1.02M 0.69%
18,517
50
$1.01M 0.69%
18,205
+300
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