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
$277M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.06M
3
+$848K
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$492K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$385K

Top Sells

1
+$1.15M
2
+$554K
3
+$529K
4
DE icon
Deere & Co
DE
+$343K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$336K

Sector Composition

1 Technology 10.69%
2 Financials 5.1%
3 Healthcare 4.64%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1%
16,375
-10
27
$2.77M 1%
55,220
+1,525
28
$2.76M 0.99%
25,717
-1,820
29
$2.75M 0.99%
159,306
-15,627
30
$2.61M 0.94%
61,750
-350
31
$2.53M 0.91%
23,242
-175
32
$2.49M 0.9%
16,418
-912
33
$2.42M 0.87%
16,659
-2
34
$2.35M 0.85%
64,003
+235
35
$2.32M 0.84%
31,987
-265
36
$2.22M 0.8%
10,531
+5
37
$2.21M 0.8%
40,709
-650
38
$2.09M 0.75%
8,488
-59
39
$1.97M 0.71%
38,195
+4,025
40
$1.93M 0.69%
23,738
+149
41
$1.82M 0.66%
16,138
-30
42
$1.82M 0.66%
17,523
+1,800
43
$1.79M 0.65%
29,767
-1,180
44
$1.78M 0.64%
13,660
-185
45
$1.75M 0.63%
16,275
+129
46
$1.72M 0.62%
72,990
-23,525
47
$1.64M 0.59%
54,825
+7,050
48
$1.52M 0.55%
3,236
-335
49
$1.5M 0.54%
5,226
50
$1.5M 0.54%
68,448
+17,600
1
2
3 4 5