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
$179M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Sells

1 +$1.27M
2 +$1.17M
3 +$920K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$888K
5
CTSH icon
Cognizant
CTSH
+$838K

Sector Composition

1 Technology 12.79%
2 Financials 8.14%
3 Healthcare 8.01%
4 Consumer Staples 6.17%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.11M 0.62%
14,461
-125
52
$1.1M 0.61%
13,954
53
$1.1M 0.61%
8,320
+72
54
$1.09M 0.61%
3,925
-100
55
$1.09M 0.61%
6,500
56
$1.09M 0.61%
7,350
+10
57
$1.05M 0.58%
27,885
-24,511
58
$1.01M 0.56%
4,169
-20
59
$983K 0.55%
27,867
60
$965K 0.54%
5,668
-508
61
$960K 0.54%
9,573
-50
62
$944K 0.53%
14,733
-85
63
$928K 0.52%
15,621
+275
64
$918K 0.51%
15,439
65
$917K 0.51%
15,438
-650
66
$904K 0.5%
9,895
+110
67
$897K 0.5%
16,125
+100
68
$891K 0.5%
4,525
69
$889K 0.5%
+17,824
70
$874K 0.49%
15,207
-60
71
$832K 0.46%
23,200
72
$810K 0.45%
2,600
-50
73
$807K 0.45%
+3,573
74
$798K 0.45%
+5,975
75
$794K 0.44%
13,600
+120