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
$153M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$580K
3
+$555K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$534K
5
CVS icon
CVS Health
CVS
+$490K

Top Sells

1
+$1.92M
2
+$1.56M
3
+$1.03M
4
VDE icon
Vanguard Energy ETF
VDE
+$798K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$781K

Sector Composition

1 Technology 11.75%
2 Financials 10.36%
3 Healthcare 8.94%
4 Consumer Staples 6.58%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$358K 0.23%
3,373
-100
102
$352K 0.23%
+8,967
103
$351K 0.23%
+8,054
104
$335K 0.22%
1,848
105
$333K 0.22%
874
106
$329K 0.21%
3,300
107
$328K 0.21%
3,475
-85
108
$324K 0.21%
2,910
+150
109
$320K 0.21%
+10,905
110
$316K 0.21%
6,348
-254
111
$315K 0.21%
6,296
-3,209
112
$313K 0.2%
4,730
-4,637
113
$312K 0.2%
1,104
114
$308K 0.2%
+7,200
115
$300K 0.2%
9,990
-500
116
$299K 0.19%
4,000
117
$298K 0.19%
2,500
-200
118
$283K 0.18%
5,140
119
$268K 0.17%
2,000
120
$265K 0.17%
2,500
121
$258K 0.17%
9,352
122
$255K 0.17%
3,600
123
$251K 0.16%
1,316
124
$246K 0.16%
13,350
-9,045
125
$213K 0.14%
+1,700
2 3 4
5
6