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
$125M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$572K
3
+$501K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$224K
5
MCO icon
Moody's
MCO
+$200K

Top Sells

1
+$584K
2
+$96.6K
3
+$96K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$43.3K
5
PCG icon
PG&E
PCG
+$34.8K

Sector Composition

1 Healthcare 16.99%
2 Technology 10.77%
3 Financials 10.21%
4 Energy 7.46%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.66%
15,285
+820
52
$823K 0.66%
5,697
+200
53
$819K 0.66%
14,720
+140
54
$809K 0.65%
11,345
+460
55
$788K 0.63%
10,930
+150
56
$766K 0.61%
14,523
+1,115
57
$747K 0.6%
11,852
-100
58
$747K 0.6%
15,125
-25
59
$737K 0.59%
38,195
-4,973
60
$733K 0.59%
23,900
-132
61
$714K 0.57%
4,285
+100
62
$695K 0.56%
6,650
63
$659K 0.53%
10,788
-570
64
$657K 0.53%
2,100
+55
65
$655K 0.53%
9,290
+130
66
$629K 0.5%
12,850
+170
67
$624K 0.5%
4,114
+614
68
$617K 0.5%
7,720
+400
69
$607K 0.49%
12,725
+475
70
$605K 0.49%
5,795
71
$576K 0.46%
6,649
72
$572K 0.46%
+17,829
73
$555K 0.45%
6,300
74
$547K 0.44%
11,475
+575
75
$534K 0.43%
6,615
+250
1 2
3
4 5