BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
+1.64%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$159M
AUM Growth
+$159M
(+1.2%)
Cap. Flow
+$74.4K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
25.42%
Holding
135
New
7
Increased
43
Reduced
46
Closed
5
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$1.19M |
| 2 |
Citigroup
C
|
$814K |
| 3 |
Comcast
CMCSA
|
$742K |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$666K |
| 5 |
Estee Lauder
EL
|
$661K |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$995K |
| 2 |
Wells Fargo
WFC
|
$865K |
| 3 |
Costco
COST
|
$832K |
| 4 |
American Express
AXP
|
$649K |
| 5 |
RTX Corp
RTX
|
$552K |
Sector Composition
| 1 | Technology | 12.07% |
| 2 | Financials | 11% |
| 3 | Healthcare | 9.15% |
| 4 | Consumer Staples | 6.81% |
| 5 | Communication Services | 5.34% |
