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
$143M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$662K
3
+$591K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$439K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$364K

Top Sells

1
+$876K
2
+$644K
3
+$613K
4
PFE icon
Pfizer
PFE
+$210K
5
XRX icon
Xerox
XRX
+$188K

Sector Composition

1 Healthcare 15.61%
2 Financials 11.68%
3 Technology 11.24%
4 Energy 6.86%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$654K 0.46%
10,794
-10,632
77
$645K 0.45%
6,300
78
$639K 0.45%
7,795
+175
79
$608K 0.43%
25,645
+3,575
80
$564K 0.39%
3,846
81
$552K 0.39%
3,455
82
$535K 0.37%
6,484
83
$525K 0.37%
5,385
+525
84
$521K 0.36%
6,680
+725
85
$495K 0.35%
3,650
86
$483K 0.34%
30,720
87
$459K 0.32%
5,237
+313
88
$442K 0.31%
3,863
-500
89
$418K 0.29%
3,950
90
$407K 0.28%
9,620
91
$398K 0.28%
9,600
92
$362K 0.25%
12,344
-6,394
93
$362K 0.25%
8,180
94
$352K 0.25%
11,850
+1,200
95
$352K 0.25%
3,917
96
$351K 0.25%
2,980
97
$338K 0.24%
2,613
98
$337K 0.24%
3,198
+645
99
$269K 0.19%
5,200
100
$265K 0.19%
11,262
+2,000
1 2 3
4
5