BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
+5.93%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$168M
AUM Growth
+$168M
(+9.3%)
Cap. Flow
+$6.04M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
27.68%
Holding
133
New
8
Increased
48
Reduced
45
Closed
3
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$1.52M |
| 2 |
TJX Companies
TJX
|
$979K |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$837K |
| 4 |
Dollar Tree
DLTR
|
$777K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$718K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$738K |
| 2 |
W.W. Grainger
GWW
|
$562K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$426K |
| 4 |
Verizon
VZ
|
$357K |
| 5 |
Lowe's Companies
LOW
|
$268K |
Sector Composition
| 1 | Technology | 12.14% |
| 2 | Financials | 10.88% |
| 3 | Healthcare | 9.43% |
| 4 | Consumer Discretionary | 5.85% |
| 5 | Energy | 5.79% |
