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
$248M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$972K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$850K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$811K

Top Sells

1
+$635K
2
+$552K
3
+$329K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$315K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$233K

Sector Composition

1 Technology 10.81%
2 Financials 7.75%
3 Healthcare 5.97%
4 Communication Services 5.07%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.39%
47,270
+1,070
77
$973K 0.39%
10,170
+205
78
$955K 0.39%
14,956
-1,845
79
$954K 0.38%
21,468
-354
80
$950K 0.38%
13,793
+376
81
$934K 0.38%
10,725
-7,290
82
$932K 0.38%
6,157
-17
83
$930K 0.38%
1,615
+40
84
$916K 0.37%
18,173
+10,325
85
$878K 0.35%
8,138
-150
86
$877K 0.35%
4,475
-50
87
$871K 0.35%
11,927
-788
88
$864K 0.35%
2,882
-38
89
$849K 0.34%
14,596
-382
90
$831K 0.34%
7,728
+2,350
91
$798K 0.32%
2,925
+45
92
$710K 0.29%
3,230
+486
93
$709K 0.29%
6,100
94
$690K 0.28%
12,784
-75
95
$652K 0.26%
5,200
96
$647K 0.26%
3,048
-211
97
$633K 0.26%
24,765
+5,295
98
$629K 0.25%
2,609
-125
99
$623K 0.25%
6,123
100
$610K 0.25%
5,561
-121
2 3
4
5 6