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
$154M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$480K
3
+$368K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$314K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.81M
2
+$890K
3
+$368K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
CB icon
Chubb
CB
+$200K

Sector Composition

1 Healthcare 15.05%
2 Financials 11.59%
3 Technology 10.71%
4 Energy 6.72%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.23%
7,500
102
$360K 0.23%
3,398
103
$329K 0.21%
5,200
104
$326K 0.21%
3,600
105
$302K 0.2%
4,000
106
$282K 0.18%
11,152
-110
107
$273K 0.18%
2,965
+150
108
$257K 0.17%
1,848
109
$245K 0.16%
2,000
110
$234K 0.15%
2,111
111
$228K 0.15%
3,600
112
$224K 0.15%
3,910
113
$222K 0.14%
+874
114
$217K 0.14%
+4,500
115
$205K 0.13%
+4,591
116
$205K 0.13%
2,656
117
$202K 0.13%
+12,150
118
$200K 0.13%
2,367
119
– –
-8,750
120
– –
-22,432
121
– –
-15,387
122
– –
-1,381
1 2 3 4
5