BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
+4.89%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$143M
AUM Growth
+$143M
(+9.2%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
6.07%
Top 10 Holdings %
Top 10 Hldgs %
31.31%
Holding
114
New
7
Increased
63
Reduced
13
Closed
2
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.86M |
| 2 |
AGN
Allergan plc
AGN
|
$935K |
| 3 |
Cencora
COR
|
$662K |
| 4 |
Abbott
ABT
|
$591K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$439K |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
$876K |
| 2 |
Merck
MRK
|
$644K |
| 3 |
McKesson
MCK
|
$613K |
| 4 |
Pfizer
PFE
|
$210K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$124K |
Sector Composition
| 1 | Healthcare | 15.61% |
| 2 | Financials | 11.68% |
| 3 | Technology | 11.24% |
| 4 | Energy | 6.86% |
| 5 | Consumer Staples | 6.43% |
