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
$305M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$993K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Top Sells

1
+$1.45M
2
+$206K
3
+$79.7K
4
IBM icon
IBM
IBM
+$62.4K
5
CB
CHUBB CORPORATION
CB
+$29K

Sector Composition

1 Financials 14.97%
2 Industrials 12.51%
3 Healthcare 11.66%
4 Technology 9.67%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.33%
11,134
52
$993K 0.33%
+19,000
53
$973K 0.32%
14,293
+218
54
$943K 0.31%
21,950
+325
55
$905K 0.3%
17,825
+550
56
$884K 0.29%
12,329
+546
57
$791K 0.26%
11,790
-200
58
$724K 0.24%
4,037
-348
59
$670K 0.22%
6,980
+2,945
60
$636K 0.21%
15,859
+316
61
$631K 0.21%
19,673
62
$628K 0.21%
5,297
-167
63
$618K 0.2%
10,535
+191
64
$588K 0.19%
12,715
+150
65
$585K 0.19%
22,018
66
$547K 0.18%
10,955
+750
67
$545K 0.18%
14,350
+75
68
$518K 0.17%
8,025
+350
69
$509K 0.17%
7,176
70
$493K 0.16%
25,665
+3,474
71
$484K 0.16%
9,166
-134
72
$471K 0.15%
23,520
-280
73
$424K 0.14%
4,785
+235
74
$417K 0.14%
6,452
75
$412K 0.13%
4,600
1 2
3
4