BCM

Boltwood Capital Management Portfolio holdings

AUM $392M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.08M
3
+$1.06M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$574K
5
NEE icon
NextEra Energy
NEE
+$539K

Top Sells

1
+$510K
2
+$469K
3
+$305K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$270K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$260K

Sector Composition

1 Technology 11.97%
2 Financials 11.67%
3 Healthcare 8.88%
4 Energy 6.34%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,111
127
– –
-3,115
128
– –
-929
2 3 4 5
6