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
$225M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.93M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.33M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$958K

Top Sells

1
+$573K
2
+$452K
3
+$359K
4
DIS icon
Walt Disney
DIS
+$297K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$284K

Sector Composition

1 Technology 11.18%
2 Financials 7.98%
3 Healthcare 6.34%
4 Communication Services 5.57%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$921K 0.41%
27,063
-945
77
$916K 0.41%
8,464
-142
78
$896K 0.4%
2,500
-100
79
$889K 0.39%
22,517
-2,306
80
$878K 0.39%
15,008
-75
81
$863K 0.38%
2,968
-207
82
$853K 0.38%
17,395
+1,550
83
$825K 0.37%
14,184
-1,180
84
$766K 0.34%
6,287
+37
85
$736K 0.33%
2,880
-72
86
$708K 0.31%
6,100
87
$690K 0.31%
3,179
+69
88
$686K 0.3%
16,635
-1,890
89
$678K 0.3%
2,660
+240
90
$659K 0.29%
10,997
+165
91
$635K 0.28%
8,634
-466
92
$618K 0.27%
2,759
-42
93
$618K 0.27%
3,600
94
$617K 0.27%
2,297
-53
95
$608K 0.27%
5,682
-121
96
$595K 0.26%
+8,034
97
$584K 0.26%
+43,720
98
$565K 0.25%
3,842
99
$562K 0.25%
6,123
100
$555K 0.25%
7,635
+995
2 3
4
5 6