BCM

Boltwood Capital Management Portfolio holdings

AUM $385M
1-Year Est. Return 17.53%
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$980K
3
+$495K
4
AAPL icon
Apple
AAPL
+$430K
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$394K

Top Sells

1
+$1.59M
2
+$810K
3
+$642K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$536K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$533K

Sector Composition

1 Technology 11.46%
2 Financials 6.15%
3 Communication Services 3.62%
4 Consumer Discretionary 3.44%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.54%
44,458
-1,834
52
$1.87M 0.53%
70,330
+4,840
53
$1.85M 0.53%
26,123
-132
54
$1.78M 0.51%
1,988
-62
55
$1.66M 0.47%
13,417
+34
56
$1.56M 0.44%
20,723
-3,233
57
$1.55M 0.44%
12,526
-375
58
$1.54M 0.44%
1,973
-32
59
$1.5M 0.43%
1,518
+54
60
$1.5M 0.43%
16,965
-870
61
$1.44M 0.41%
7,154
-243
62
$1.4M 0.4%
57,854
+1,205
63
$1.4M 0.4%
2,488
+284
64
$1.36M 0.39%
16,950
+50
65
$1.34M 0.38%
8,929
+440
66
$1.29M 0.37%
6,941
-59
67
$1.25M 0.35%
15,413
-348
68
$1.25M 0.35%
23,390
-55
69
$1.22M 0.35%
8,346
+1,273
70
$1.15M 0.33%
8,101
+1,274
71
$1.14M 0.32%
10,735
-665
72
$1.08M 0.31%
19,425
+550
73
$1.07M 0.31%
24,340
+3,525
74
$1.07M 0.3%
15,164
-4,100
75
$1.06M 0.3%
24,046
-1,624
1 2
3
4 5