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
$276M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.03M
3
+$2.74M
4
DKS icon
Dick's Sporting Goods
DKS
+$2.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.19M

Top Sells

1
+$1.23M
2
+$551K
3
+$530K
4
PFE icon
Pfizer
PFE
+$278K
5
SJM icon
J.M. Smucker
SJM
+$209K

Sector Composition

1 Financials 14.42%
2 Industrials 13.44%
3 Healthcare 12.06%
4 Consumer Staples 9.25%
5 Technology 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.31%
+21,625
52
$858K 0.31%
14,075
-927
53
$832K 0.3%
17,275
+700
54
$830K 0.3%
11,783
+471
55
$799K 0.29%
24,935
+1,730
56
$776K 0.28%
4,385
+157
57
$765K 0.28%
11,990
+1,250
58
$620K 0.22%
5,464
-50
59
$587K 0.21%
15,543
+400
60
$562K 0.2%
22,018
+397
61
$533K 0.19%
19,673
62
$533K 0.19%
14,275
-275
63
$528K 0.19%
12,565
+175
64
$489K 0.18%
10,205
+800
65
$488K 0.18%
8,800
+400
66
$485K 0.18%
10,344
+722
67
$456K 0.17%
7,176
68
$434K 0.16%
7,675
+600
69
$427K 0.15%
6,452
+100
70
$416K 0.15%
9,300
-650
71
$408K 0.15%
9,963
72
$405K 0.15%
23,800
+2,660
73
$388K 0.14%
22,191
-8,167
74
$377K 0.14%
4,550
+500
75
$371K 0.13%
4,600
1 2
3
4