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
$125M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$773K
2 +$572K
3 +$501K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$224K
5
MCO icon
Moody's
MCO
+$200K

Top Sells

1 +$584K
2 +$96.6K
3 +$96K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$43.3K
5
PCG icon
PG&E
PCG
+$34.8K

Sector Composition

1 Healthcare 16.99%
2 Technology 10.77%
3 Financials 10.21%
4 Energy 7.46%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.16%
+1,848