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
$248M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$972K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$850K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$811K

Top Sells

1
+$635K
2
+$552K
3
+$329K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$315K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$233K

Sector Composition

1 Technology 10.81%
2 Financials 7.75%
3 Healthcare 5.97%
4 Communication Services 5.07%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.61%
9,335
-200
52
$1.5M 0.6%
8,951
53
$1.49M 0.6%
6,463
-87
54
$1.47M 0.59%
15,027
+301
55
$1.46M 0.59%
9,727
-25
56
$1.38M 0.56%
23,200
57
$1.36M 0.55%
17,177
-5
58
$1.35M 0.55%
52,650
-21,450
59
$1.34M 0.54%
11,670
+7,040
60
$1.32M 0.53%
13,946
-3,485
61
$1.26M 0.51%
6,500
62
$1.21M 0.49%
3,775
-8
63
$1.2M 0.48%
14,995
+1,030
64
$1.2M 0.48%
23,340
-840
65
$1.2M 0.48%
3,650
+115
66
$1.17M 0.47%
31,243
+3,305
67
$1.16M 0.47%
24,947
-150
68
$1.15M 0.46%
13,582
+15
69
$1.15M 0.46%
8,087
+239
70
$1.12M 0.45%
5,063
-195
71
$1.09M 0.44%
2,707
+207
72
$1.07M 0.43%
5,350
-50
73
$1.06M 0.43%
20,295
+1,885
74
$1.04M 0.42%
15,843
-557
75
$982K 0.4%
3,699
-47
1 2
3
4 5