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
$329M
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.26M
3
+$499K
4
JPM icon
JPMorgan Chase
JPM
+$487K
5
AMD icon
Advanced Micro Devices
AMD
+$453K

Top Sells

1
+$1.7M
2
+$562K
3
+$461K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$446K
5
MAS icon
Masco
MAS
+$409K

Sector Composition

1 Technology 9.92%
2 Financials 6.07%
3 Healthcare 3.65%
4 Consumer Discretionary 3.41%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.31%
20,300
+400
77
$998K 0.3%
3,267
-145
78
$972K 0.3%
18,875
+4,200
79
$937K 0.28%
7,073
+3,290
80
$933K 0.28%
19,264
-11,601
81
$920K 0.28%
43,050
+1,850
82
$908K 0.28%
20,815
+325
83
$907K 0.28%
13,368
+98
84
$901K 0.27%
4,395
-50
85
$895K 0.27%
3,257
+11
86
$850K 0.26%
10,786
-197
87
$822K 0.25%
3,100
-1,500
88
$800K 0.24%
845
89
$778K 0.24%
5,186
-10
90
$725K 0.22%
13,325
+1,475
91
$716K 0.22%
1,868
-47
92
$706K 0.21%
11,433
-585
93
$701K 0.21%
6,827
+4,414
94
$693K 0.21%
3,572
-230
95
$689K 0.21%
16,461
-445
96
$675K 0.21%
13,435
+410
97
$669K 0.2%
2,692
-90
98
$668K 0.2%
3,917
-151
99
$660K 0.2%
3,115
+20
100
$658K 0.2%
11,700
-3,260
2 3
4
5 6