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
$277M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.06M
3
+$848K
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$492K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$385K

Top Sells

1
+$1.15M
2
+$554K
3
+$529K
4
DE icon
Deere & Co
DE
+$343K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$336K

Sector Composition

1 Technology 10.69%
2 Financials 5.1%
3 Healthcare 4.64%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$546K 0.2%
2,780
-47
102
$541K 0.2%
10,465
103
$533K 0.19%
1,786
-80
104
$525K 0.19%
18,575
+1,825
105
$509K 0.18%
2,611
106
$504K 0.18%
12,733
+800
107
$496K 0.18%
718
+11
108
$492K 0.18%
+22,465
109
$472K 0.17%
8,327
+345
110
$461K 0.17%
2,034
-2
111
$459K 0.17%
5,444
-150
112
$456K 0.16%
4,636
-139
113
$455K 0.16%
5,450
-610
114
$441K 0.16%
819
+3
115
$427K 0.15%
12,775
-130
116
$417K 0.15%
3,262
+40
117
$416K 0.15%
8,033
-1,229
118
$399K 0.14%
1,525
+100
119
$391K 0.14%
3,995
-170
120
$387K 0.14%
9,685
-25
121
$376K 0.14%
6,675
-298
122
$376K 0.14%
8,400
+2,200
123
$370K 0.13%
3,250
+45
124
$361K 0.13%
4,000
125
$361K 0.13%
1,268
-20
3 4
5
6 7