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
$143M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$662K
3
+$591K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$439K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$364K

Top Sells

1
+$876K
2
+$644K
3
+$613K
4
PFE icon
Pfizer
PFE
+$210K
5
XRX icon
Xerox
XRX
+$188K

Sector Composition

1 Healthcare 15.61%
2 Financials 11.68%
3 Technology 11.24%
4 Energy 6.86%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.18%
2,000
102
$252K 0.18%
+2,237
103
$245K 0.17%
3,600
104
$227K 0.16%
3,600
105
$223K 0.16%
2,693
106
$219K 0.15%
2,315
+300
107
$212K 0.15%
14,311
+2,095
108
$208K 0.15%
+4,433
109
$208K 0.15%
2,488
110
$207K 0.14%
+1,848
111
$203K 0.14%
+3,910
112
$201K 0.14%
+4,500
113
– –
-10,935
114
– –
-4,365
1 2 3 4
5