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
$243M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
5
CVX icon
Chevron
CVX
+$9.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.75%
2 Industrials 11.93%
3 Healthcare 11.74%
4 Consumer Staples 11.12%
5 Technology 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$836K 0.34%
+15,002
52
$772K 0.32%
+4,228
53
$710K 0.29%
+23,205
54
$703K 0.29%
+11,312
55
$692K 0.28%
+16,575
56
$617K 0.25%
+5,514
57
$615K 0.25%
+10,740
58
$594K 0.24%
+15,143
59
$578K 0.24%
+21,621
60
$548K 0.23%
+14,550
61
$518K 0.21%
+30,358
62
$475K 0.2%
+12,390
63
$470K 0.19%
+19,673
64
$456K 0.19%
+9,963
65
$456K 0.19%
+9,405
66
$437K 0.18%
+6,352
67
$437K 0.18%
+9,622
68
$434K 0.18%
+7,176
69
$422K 0.17%
+8,400
70
$411K 0.17%
+9,950
71
$364K 0.15%
+10,450
72
$351K 0.14%
+7,075
73
$340K 0.14%
+4,600
74
$317K 0.13%
+3,835
75
$317K 0.13%
+4,050
1 2
3
4