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
$143M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$662K
3
+$591K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$439K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$364K

Top Sells

1
+$876K
2
+$644K
3
+$613K
4
PFE icon
Pfizer
PFE
+$210K
5
XRX icon
Xerox
XRX
+$188K

Sector Composition

1 Healthcare 15.61%
2 Financials 11.68%
3 Technology 11.24%
4 Energy 6.86%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$935K 0.65%
+3,915
52
$930K 0.65%
5,675
+675
53
$916K 0.64%
5,497
54
$914K 0.64%
19,630
+2,675
55
$897K 0.63%
17,332
+2,607
56
$888K 0.62%
9,574
-175
57
$866K 0.61%
11,652
+772
58
$858K 0.6%
9,925
+1,825
59
$852K 0.6%
16,200
60
$842K 0.59%
6,770
+825
61
$820K 0.57%
16,289
+2,376
62
$819K 0.57%
25,921
+5,229
63
$801K 0.56%
14,720
64
$779K 0.55%
24,826
+926
65
$772K 0.54%
6,500
66
$772K 0.54%
11,852
67
$722K 0.51%
11,602
-2,000
68
$715K 0.5%
10,788
69
$682K 0.48%
9,765
+700
70
$680K 0.48%
8,675
+975
71
$672K 0.47%
2,460
+380
72
$667K 0.47%
4,009
-105
73
$662K 0.46%
+7,490
74
$660K 0.46%
12,875
+175
75
$659K 0.46%
12,585
+1,260
1 2
3
4 5