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
$248M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$972K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$850K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$811K

Top Sells

1
+$635K
2
+$552K
3
+$329K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$315K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$233K

Sector Composition

1 Technology 10.81%
2 Financials 7.75%
3 Healthcare 5.97%
4 Communication Services 5.07%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$607K 0.24%
3,952
+110
102
$604K 0.24%
8,039
-100
103
$596K 0.24%
23,820
+4,240
104
$583K 0.24%
15,750
-235
105
$581K 0.23%
10,467
-795
106
$580K 0.23%
7,385
+1,185
107
$563K 0.23%
10,350
+4,200
108
$552K 0.22%
7,860
+85
109
$550K 0.22%
2,298
-78
110
$525K 0.21%
626
+12
111
$514K 0.21%
14,150
-400
112
$514K 0.21%
15,900
+1,250
113
$493K 0.2%
3,501
114
$490K 0.2%
9,212
-1,168
115
$486K 0.2%
5,659
-563
116
$476K 0.19%
1,340
-20
117
$470K 0.19%
11,375
+2,825
118
$467K 0.19%
9,159
119
$407K 0.16%
10,147
-18
120
$407K 0.16%
2,774
121
$399K 0.16%
4,000
122
$398K 0.16%
2,025
123
$381K 0.15%
+1,736
124
$381K 0.15%
6,350
+1,500
125
$358K 0.14%
8,442
-212
3 4
5
6 7