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
$318M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.8M
3
+$1.76M
4
PCAR icon
PACCAR
PCAR
+$776K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$268K

Top Sells

1
+$455K
2
+$386K
3
+$352K
4
GE icon
GE Aerospace
GE
+$290K
5
VOD icon
Vodafone
VOD
+$247K

Sector Composition

1 Financials 14.9%
2 Healthcare 12.44%
3 Industrials 12.01%
4 Technology 9.65%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.12%
4,435
-350
77
$384K 0.12%
4,200
-400
78
$375K 0.12%
4,000
79
$353K 0.11%
3,110
80
$341K 0.11%
8,866
-300
81
$296K 0.09%
3,600
82
$260K 0.08%
6,600
83
$245K 0.08%
2,748
84
$241K 0.08%
+2,893
85
$229K 0.07%
2,000
86
$203K 0.06%
10,000
87
– –
-6,172
88
– –
-12,747
89
– –
-1,724
1 2 3
4