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
$206M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.91M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.19M
5
MBB icon
iShares MBS ETF
MBB
+$1.17M

Top Sells

1
+$521K
2
+$485K
3
+$420K
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$390K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$254K

Sector Composition

1 Technology 11.66%
2 Financials 8.1%
3 Healthcare 7.02%
4 Communication Services 5.7%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.65%
6,824
-254
52
$1.26M 0.61%
14,291
-170
53
$1.22M 0.59%
16,902
-600
54
$1.22M 0.59%
8,135
-185
55
$1.21M 0.59%
7,190
-160
56
$1.18M 0.57%
6,500
57
$1.17M 0.57%
26,115
-1,770
58
$1.15M 0.56%
9,523
-50
59
$1.1M 0.54%
16,150
+25
60
$1.09M 0.53%
5,588
-80
61
$1.08M 0.53%
23,200
62
$1.06M 0.52%
9,825
-70
63
$1.04M 0.5%
13,804
-150
64
$1.02M 0.5%
7,688
+1,713
65
$1.01M 0.49%
17,618
+7,334
66
$1M 0.49%
3,775
-150
67
$998K 0.48%
15,921
+300
68
$978K 0.48%
5,550
-50
69
$948K 0.46%
13,875
+275
70
$942K 0.46%
4,525
71
$937K 0.46%
13,887
-1,551
72
$922K 0.45%
8,606
73
$920K 0.45%
2,600
74
$913K 0.44%
13,537
-1,196
75
$908K 0.44%
3,477
-96
1 2
3
4 5