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
$93.8M
AUM Growth
-$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$374K
3
+$209K
4
PLD icon
Prologis
PLD
+$202K
5
CRM icon
Salesforce
CRM
+$72.9K

Top Sells

1
+$308K
2
+$306K
3
+$221K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$157K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$110K

Sector Composition

1 Healthcare 19.47%
2 Financials 11.63%
3 Technology 10.51%
4 Energy 7.84%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.29%
2,763
77
$250K 0.27%
3,600
78
$237K 0.25%
2,000
79
$224K 0.24%
2,693
80
$213K 0.23%
3,600
81
$209K 0.22%
+8,180
82
$202K 0.22%
+5,200
83
– –
-7,599
84
– –
-8,325
1 2 3
4