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
$329M
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.26M
3
+$499K
4
JPM icon
JPMorgan Chase
JPM
+$487K
5
AMD icon
Advanced Micro Devices
AMD
+$453K

Top Sells

1
+$1.7M
2
+$562K
3
+$461K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$446K
5
MAS icon
Masco
MAS
+$409K

Sector Composition

1 Technology 9.92%
2 Financials 6.07%
3 Healthcare 3.65%
4 Consumer Discretionary 3.41%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.92%
15,861
+819
27
$2.99M 0.91%
25,150
-55
28
$2.95M 0.9%
30,967
-4,177
29
$2.91M 0.89%
12,493
-277
30
$2.88M 0.87%
21,677
-263
31
$2.71M 0.82%
50,865
-8,371
32
$2.7M 0.82%
8,195
-40
33
$2.67M 0.81%
32,722
+218
34
$2.65M 0.81%
18,156
-65
35
$2.51M 0.76%
4,359
+114
36
$2.49M 0.76%
9,265
-183
37
$2.43M 0.74%
12,284
+214
38
$2.38M 0.72%
13,982
-203
39
$2.29M 0.7%
106,260
-2,664
40
$2.24M 0.68%
95,738
+8,292
41
$2.22M 0.68%
12,886
-621
42
$2.16M 0.66%
23,146
+393
43
$2.13M 0.65%
96,583
-2,005
44
$2.07M 0.63%
78,973
+5,679
45
$2.02M 0.62%
40,627
+1,061
46
$1.96M 0.6%
7,298
-45
47
$1.94M 0.59%
31,974
-1,675
48
$1.88M 0.57%
26,255
-295
49
$1.81M 0.55%
23,956
-3,334
50
$1.79M 0.54%
65,490
-4,236
1
2
3 4 5