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
$148M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$690K
3
+$688K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$506K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$474K

Top Sells

1
+$952K
2
+$807K
3
+$337K
4
PCAR icon
PACCAR
PCAR
+$201K
5
AXP icon
American Express
AXP
+$162K

Sector Composition

1 Healthcare 14.86%
2 Financials 11.7%
3 Technology 10.39%
4 Energy 6.53%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.44%
7,795
77
$645K 0.44%
6,300
78
$640K 0.43%
10,480
-314
79
$612K 0.41%
24,820
-825
80
$590K 0.4%
3,393
-62
81
$589K 0.4%
4,009
82
$570K 0.39%
3,718
-128
83
$569K 0.39%
8,765
-1,000
84
$539K 0.36%
6,484
85
$510K 0.35%
3,625
-25
86
$508K 0.34%
16,250
-30,460
87
$506K 0.34%
+16,875
88
$490K 0.33%
30,720
89
$480K 0.32%
5,310
-75
90
$447K 0.3%
9,620
91
$446K 0.3%
6,780
+100
92
$438K 0.3%
3,863
93
$436K 0.3%
9,600
94
$430K 0.29%
3,950
95
$401K 0.27%
3,330
+350
96
$401K 0.27%
28,666
+14,355
97
$393K 0.27%
2,572
-41
98
$383K 0.26%
8,038
+3,605
99
$368K 0.25%
8,750
-3,100
100
$363K 0.25%
7,500
-680
1 2 3
4
5