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
$271M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$694K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$587K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$586K

Top Sells

1
+$1.35M
2
+$501K
3
+$377K
4
INTC icon
Intel
INTC
+$271K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$248K

Sector Composition

1 Technology 11.33%
2 Financials 7.07%
3 Healthcare 6.17%
4 Consumer Staples 4.94%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.42%
14,510
-485
77
$1.13M 0.42%
4,475
78
$1.13M 0.42%
14,602
+809
79
$1.09M 0.4%
8,080
-58
80
$1.09M 0.4%
3,729
+30
81
$1.09M 0.4%
2,935
+53
82
$1.08M 0.4%
6,197
+40
83
$1.04M 0.39%
14,592
-364
84
$968K 0.36%
14,596
85
$943K 0.35%
1,663
+48
86
$935K 0.35%
10,725
87
$929K 0.34%
11,827
-100
88
$875K 0.32%
5,200
89
$875K 0.32%
2,925
90
$784K 0.29%
29,238
+4,473
91
$734K 0.27%
10,447
-20
92
$724K 0.27%
7,760
+375
93
$710K 0.26%
6,123
94
$709K 0.26%
6,100
95
$690K 0.25%
26,972
+3,152
96
$690K 0.25%
2,573
-36
97
$687K 0.25%
3,413
+183
98
$677K 0.25%
2,273
-25
99
$657K 0.24%
3,827
-125
100
$650K 0.24%
10,250
-100
2 3
4
5 6