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
$271M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$694K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$587K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$586K

Top Sells

1
+$1.35M
2
+$501K
3
+$377K
4
INTC icon
Intel
INTC
+$271K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$248K

Sector Composition

1 Technology 11.33%
2 Financials 7.07%
3 Healthcare 6.17%
4 Consumer Staples 4.94%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.1%
48,606
-475
27
$2.87M 1.06%
18,138
-130
28
$2.83M 1.05%
11,154
+69
29
$2.78M 1.03%
19,751
+930
30
$2.76M 1.02%
18,633
+7,983
31
$2.73M 1.01%
34,698
-45
32
$2.51M 0.93%
18,373
-60
33
$2.48M 0.92%
5,772
-69
34
$2.38M 0.88%
57,300
+10,550
35
$2.33M 0.86%
18,115
-817
36
$2.33M 0.86%
11,247
+200
37
$2.3M 0.85%
6,846
+35
38
$2.27M 0.84%
39,645
+2,010
39
$2.18M 0.81%
29,432
+1,442
40
$2.17M 0.8%
13,020
-160
41
$2.03M 0.75%
17,270
-400
42
$2.01M 0.74%
32,852
43
$1.97M 0.73%
22,644
+4,900
44
$1.93M 0.71%
40,047
+141
45
$1.89M 0.7%
31,975
+150
46
$1.87M 0.69%
20,116
+6,170
47
$1.81M 0.67%
6,204
48
$1.79M 0.66%
6,481
+18
49
$1.72M 0.63%
14,936
+3,266
50
$1.68M 0.62%
9,676
-51
1
2
3 4 5