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
$329M
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.26M
3
+$499K
4
JPM icon
JPMorgan Chase
JPM
+$487K
5
AMD icon
Advanced Micro Devices
AMD
+$453K

Top Sells

1
+$1.7M
2
+$562K
3
+$461K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$446K
5
MAS icon
Masco
MAS
+$409K

Sector Composition

1 Technology 9.92%
2 Financials 6.07%
3 Healthcare 3.65%
4 Consumer Discretionary 3.41%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.54%
13,471
+170
52
$1.75M 0.53%
19,886
-211
53
$1.72M 0.52%
17,786
+99
54
$1.66M 0.5%
2,005
-52
55
$1.62M 0.49%
17,835
+684
56
$1.57M 0.48%
12,901
-250
57
$1.53M 0.47%
7,397
-313
58
$1.47M 0.45%
7,000
-65
59
$1.45M 0.44%
10,370
-632
60
$1.44M 0.44%
56,649
-3,688
61
$1.39M 0.42%
2,050
+65
62
$1.38M 0.42%
1,464
+204
63
$1.32M 0.4%
13,383
-175
64
$1.29M 0.39%
15,761
+280
65
$1.26M 0.38%
+11,972
66
$1.23M 0.37%
23,445
-22
67
$1.21M 0.37%
16,900
-75
68
$1.21M 0.37%
2,204
+149
69
$1.2M 0.37%
11,400
-2,680
70
$1.19M 0.36%
8,489
+2,588
71
$1.13M 0.34%
4,622
-374
72
$1.1M 0.34%
48,950
-2,350
73
$1.1M 0.34%
12,835
-9
74
$1.1M 0.33%
2,063
-243
75
$1.05M 0.32%
2,870
+80
1 2
3
4 5