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
$329M
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.26M
3
+$499K
4
JPM icon
JPMorgan Chase
JPM
+$487K
5
AMD icon
Advanced Micro Devices
AMD
+$453K

Top Sells

1
+$1.7M
2
+$562K
3
+$461K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$446K
5
MAS icon
Masco
MAS
+$409K

Sector Composition

1 Technology 9.92%
2 Financials 6.07%
3 Healthcare 3.65%
4 Consumer Discretionary 3.41%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$627K 0.19%
11,460
+1,365
102
$620K 0.19%
1,985
+103
103
$619K 0.19%
3,070
-185
104
$619K 0.19%
21,888
-2,185
105
$618K 0.19%
3,625
+51
106
$604K 0.18%
7,717
-95
107
$596K 0.18%
8,458
-720
108
$587K 0.18%
8,670
-530
109
$573K 0.17%
3,458
+433
110
$573K 0.17%
2,632
+15
111
$562K 0.17%
5,025
112
$551K 0.17%
2,328
+101
113
$530K 0.16%
14,374
-755
114
$526K 0.16%
18,400
115
$525K 0.16%
7,407
-128
116
$520K 0.16%
11,898
+560
117
$519K 0.16%
5,783
+45
118
$512K 0.16%
5,656
119
$508K 0.15%
1,960
+40
120
$495K 0.15%
10,938
+3
121
$483K 0.15%
1,736
-107
122
$480K 0.15%
10,100
+3,050
123
$473K 0.14%
10,950
-650
124
$464K 0.14%
11,988
-465
125
$430K 0.13%
3,798
+40
3 4
5
6 7