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
$248M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$972K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$850K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$811K

Top Sells

1
+$635K
2
+$552K
3
+$329K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$315K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$233K

Sector Composition

1 Technology 10.81%
2 Financials 7.75%
3 Healthcare 5.97%
4 Communication Services 5.07%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.17%
67,510
+120
27
$2.79M 1.13%
15,575
+480
28
$2.72M 1.1%
26,801
-445
29
$2.71M 1.09%
34,743
+30
30
$2.46M 0.99%
18,932
+2,379
31
$2.4M 0.97%
18,821
+378
32
$2.31M 0.93%
6,811
-34
33
$2.25M 0.91%
17,670
-35
34
$2.17M 0.87%
13,180
-140
35
$2.13M 0.86%
8,201
-60
36
$2.12M 0.86%
11,047
+763
37
$2.12M 0.85%
18,433
+172
38
$2.1M 0.85%
37,635
+4,289
39
$1.99M 0.8%
46,750
-1,515
40
$1.95M 0.79%
5,841
-40
41
$1.93M 0.78%
32,852
-245
42
$1.85M 0.75%
39,906
-300
43
$1.85M 0.75%
27,990
+3,690
44
$1.69M 0.68%
14,835
-735
45
$1.67M 0.68%
6,204
-197
46
$1.67M 0.67%
31,825
-480
47
$1.65M 0.67%
31,005
+695
48
$1.57M 0.63%
28,100
-235
49
$1.55M 0.63%
17,744
-150
50
$1.54M 0.62%
10,650
+5,890
1
2
3 4 5