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
$305M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$993K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Top Sells

1
+$1.45M
2
+$206K
3
+$79.7K
4
IBM icon
IBM
IBM
+$62.4K
5
CB
CHUBB CORPORATION
CB
+$29K

Sector Composition

1 Financials 14.97%
2 Industrials 12.51%
3 Healthcare 11.66%
4 Technology 9.67%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.13%
9,963
77
$365K 0.12%
3,110
-239
78
$351K 0.11%
9,166
-134
79
$336K 0.11%
4,000
80
$302K 0.1%
3,600
81
$266K 0.09%
2,748
-300
82
$247K 0.08%
6,172
-287
83
$243K 0.08%
6,600
84
$235K 0.08%
1,724
-10,625
85
$201K 0.07%
2,000
86
$198K 0.06%
12,747
87
$194K 0.06%
10,000
88
– –
-3,227
1 2 3
4