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
$277M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.06M
3
+$848K
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$492K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$385K

Top Sells

1
+$1.15M
2
+$554K
3
+$529K
4
DE icon
Deere & Co
DE
+$343K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$336K

Sector Composition

1 Technology 10.69%
2 Financials 5.1%
3 Healthcare 4.64%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.54%
44,337
+3,030
52
$1.49M 0.54%
16,666
-240
53
$1.45M 0.52%
8,325
-55
54
$1.44M 0.52%
12,112
+50
55
$1.37M 0.5%
2,833
-50
56
$1.36M 0.49%
23,875
-1,750
57
$1.27M 0.46%
19,454
+412
58
$1.26M 0.46%
53,403
+3,414
59
$1.26M 0.45%
14,860
-195
60
$1.25M 0.45%
16,829
+653
61
$1.24M 0.45%
16,540
+11,300
62
$1.19M 0.43%
14,306
-300
63
$1.17M 0.42%
22,416
-1,905
64
$1.15M 0.42%
6,219
-365
65
$1.11M 0.4%
7,728
-520
66
$1.1M 0.4%
5,172
-333
67
$1.07M 0.39%
2,421
-25
68
$1.07M 0.39%
5,689
69
$1.03M 0.37%
7,644
-120
70
$1.02M 0.37%
18,980
71
$1.01M 0.36%
2,959
+45
72
$977K 0.35%
8,962
-50
73
$965K 0.35%
13,234
-492
74
$965K 0.35%
3,105
-55
75
$944K 0.34%
1,930
1 2
3
4 5