BCM

Boltwood Capital Management Portfolio holdings

AUM $385M
1-Year Est. Return 17.53%
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$980K
3
+$495K
4
AAPL icon
Apple
AAPL
+$430K
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$394K

Top Sells

1
+$1.59M
2
+$810K
3
+$642K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$536K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$533K

Sector Composition

1 Technology 11.46%
2 Financials 6.15%
3 Communication Services 3.62%
4 Consumer Discretionary 3.44%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.95%
4,545
+186
27
$3.26M 0.93%
22,735
+20
28
$3.19M 0.91%
8,211
+16
29
$2.93M 0.83%
21,525
-152
30
$2.88M 0.82%
32,207
-515
31
$2.84M 0.81%
29,702
-1,265
32
$2.78M 0.79%
110,065
+14,327
33
$2.74M 0.78%
12,341
-152
34
$2.73M 0.78%
25,340
+190
35
$2.71M 0.77%
24,896
+328
36
$2.6M 0.74%
108,965
+2,705
37
$2.53M 0.72%
114,414
+17,831
38
$2.52M 0.72%
9,251
-14
39
$2.51M 0.71%
46,200
-4,665
40
$2.43M 0.69%
18,017
-139
41
$2.38M 0.68%
84,779
+5,806
42
$2.31M 0.66%
7,243
-55
43
$2.29M 0.65%
12,486
-400
44
$2.23M 0.63%
42,531
+1,904
45
$2.22M 0.63%
13,914
-68
46
$2.18M 0.62%
9,949
-421
47
$2.01M 0.57%
29,944
-2,030
48
$2M 0.57%
13,552
+81
49
$1.96M 0.56%
18,030
+244
50
$1.93M 0.55%
19,782
-104
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