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
$148M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$690K
3
+$688K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$506K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$474K

Top Sells

1
+$952K
2
+$807K
3
+$337K
4
PCAR icon
PACCAR
PCAR
+$201K
5
AXP icon
American Express
AXP
+$162K

Sector Composition

1 Healthcare 14.86%
2 Financials 11.7%
3 Technology 10.39%
4 Energy 6.53%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$961K 0.65%
10,040
+115
52
$958K 0.65%
20,030
+400
53
$957K 0.65%
5,775
+100
54
$951K 0.64%
17,544
+212
55
$908K 0.61%
6,995
+225
56
$890K 0.6%
15,387
-450
57
$889K 0.6%
26,350
58
$888K 0.6%
5,247
-250
59
$863K 0.58%
16,289
60
$853K 0.58%
16,200
61
$837K 0.57%
25,999
+78
62
$834K 0.56%
11,502
-350
63
$814K 0.55%
6,500
64
$807K 0.55%
14,720
65
$804K 0.54%
18,835
-300
66
$769K 0.52%
11,802
+200
67
$726K 0.49%
7,690
+200
68
$716K 0.48%
8,107
+2,870
69
$715K 0.48%
10,788
70
$694K 0.47%
2,560
+100
71
$691K 0.47%
24,252
-574
72
$689K 0.47%
8,575
-100
73
$688K 0.47%
+3,815
74
$669K 0.45%
12,435
-150
75
$657K 0.44%
12,650
-225
1 2
3
4 5