BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
-2.15%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$146M
AUM Growth
+$146M
(-11%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-8.85%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
123
New
2
Increased
18
Reduced
69
Closed
4
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$759K |
| 2 |
Mondelez International
MDLZ
|
$586K |
| 3 |
Schwab International Equity ETF
SCHF
|
$282K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$215K |
| 5 |
Adobe
ADBE
|
$200K |
Top Sells
| 1 |
Pfizer
PFE
|
$8.17M |
| 2 |
General Mills
GIS
|
$1.07M |
| 3 |
Microsoft
MSFT
|
$375K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$331K |
| 5 |
Exxon Mobil
XOM
|
$318K |
Sector Composition
| 1 | Financials | 12.3% |
| 2 | Technology | 12.21% |
| 3 | Healthcare | 8.95% |
| 4 | Energy | 6.32% |
| 5 | Consumer Staples | 5.61% |
