BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
+3.26%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$157M
AUM Growth
+$157M
(+2.3%)
Cap. Flow
-$1.56M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
25.3%
Holding
129
New
3
Increased
29
Reduced
61
Closed
1
Top Buys
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$921K |
| 2 |
Tapestry
TPR
|
$867K |
| 3 |
Dow Inc
DOW
|
$295K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$249K |
| 5 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$207K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.07M |
| 2 |
Starbucks
SBUX
|
$603K |
| 3 |
Biogen
BIIB
|
$500K |
| 4 |
VF Corp
VFC
|
$465K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$429K |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 9.46% |
| 4 | Consumer Staples | 6.54% |
| 5 | Communication Services | 5.69% |
