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
$271M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$694K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$587K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$586K

Top Sells

1
+$1.35M
2
+$501K
3
+$377K
4
INTC icon
Intel
INTC
+$271K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$248K

Sector Composition

1 Technology 11.33%
2 Financials 7.07%
3 Healthcare 6.17%
4 Consumer Staples 4.94%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.62%
15,821
+794
52
$1.59M 0.59%
8,411
+210
53
$1.57M 0.58%
17,320
+143
54
$1.56M 0.58%
3,772
-3
55
$1.55M 0.57%
13,785
-1,050
56
$1.55M 0.57%
9,085
-250
57
$1.49M 0.55%
6,500
58
$1.48M 0.55%
3,575
-75
59
$1.46M 0.54%
8,901
-50
60
$1.45M 0.53%
49,160
+1,890
61
$1.42M 0.53%
28,300
+200
62
$1.4M 0.52%
13,522
-60
63
$1.36M 0.5%
9,675
-495
64
$1.33M 0.49%
25,740
-5,265
65
$1.32M 0.49%
12,328
+4,600
66
$1.32M 0.49%
5,350
67
$1.32M 0.49%
33,748
+2,505
68
$1.29M 0.48%
23,000
-200
69
$1.25M 0.46%
23,215
-125
70
$1.24M 0.46%
2,707
71
$1.21M 0.45%
15,875
+32
72
$1.19M 0.44%
24,780
-167
73
$1.18M 0.44%
4,897
-166
74
$1.16M 0.43%
20,848
+553
75
$1.13M 0.42%
21,804
+336
1 2
3
4 5