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
$225M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.93M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.33M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$958K

Top Sells

1
+$573K
2
+$452K
3
+$359K
4
DIS icon
Walt Disney
DIS
+$297K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$284K

Sector Composition

1 Technology 11.18%
2 Financials 7.98%
3 Healthcare 6.34%
4 Communication Services 5.57%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.63%
14,481
+190
52
$1.38M 0.61%
9,777
-25
53
$1.37M 0.61%
22,646
+5,028
54
$1.33M 0.59%
16,857
-45
55
$1.33M 0.59%
6,500
56
$1.29M 0.57%
6,458
-366
57
$1.28M 0.57%
23,200
58
$1.27M 0.56%
8,951
-572
59
$1.23M 0.54%
6,570
-620
60
$1.22M 0.54%
24,335
-1,780
61
$1.2M 0.53%
7,738
-397
62
$1.16M 0.51%
10,105
+280
63
$1.11M 0.49%
3,640
-135
64
$1.1M 0.49%
5,343
-245
65
$1.09M 0.48%
16,480
+330
66
$1.05M 0.47%
16,461
+540
67
$1.03M 0.46%
3,748
+271
68
$1.03M 0.46%
13,715
-160
69
$1.02M 0.45%
5,425
-125
70
$1.02M 0.45%
13,870
-17
71
$997K 0.44%
4,525
72
$981K 0.44%
25,097
-4,980
73
$966K 0.43%
12,715
-1,089
74
$961K 0.43%
4,019
-25
75
$923K 0.41%
13,514
-23
1 2
3
4 5