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
$148M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$690K
3
+$688K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$506K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$474K

Top Sells

1
+$952K
2
+$807K
3
+$337K
4
PCAR icon
PACCAR
PCAR
+$201K
5
AXP icon
American Express
AXP
+$162K

Sector Composition

1 Healthcare 14.86%
2 Financials 11.7%
3 Technology 10.39%
4 Energy 6.53%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.25%
3,917
102
$359K 0.24%
3,398
+200
103
$344K 0.23%
11,983
-361
104
$312K 0.21%
+2,835
105
$304K 0.21%
5,200
106
$293K 0.2%
+4,000
107
$273K 0.18%
11,262
108
$267K 0.18%
3,600
109
$258K 0.17%
2,815
+500
110
$247K 0.17%
2,111
-126
111
$246K 0.17%
2,000
112
$234K 0.16%
3,600
113
$224K 0.15%
1,848
114
$218K 0.15%
3,910
115
$207K 0.14%
2,656
-37
116
$200K 0.14%
+1,381
117
$200K 0.14%
2,367
-121
118
– –
-4,500
1 2 3 4
5