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
$168M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$979K
3
+$837K
4
DLTR icon
Dollar Tree
DLTR
+$777K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K

Top Sells

1
+$738K
2
+$562K
3
+$426K
4
VZ icon
Verizon
VZ
+$357K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$328K

Sector Composition

1 Technology 12.14%
2 Financials 10.88%
3 Healthcare 9.43%
4 Consumer Discretionary 5.85%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.13%
1,700
127
$222K 0.13%
+9,875
128
$213K 0.13%
+736
129
$204K 0.12%
+4,500
130
$201K 0.12%
4,691
131
– –
-14,240
132
– –
-4,266
133
– –
-3,782
2 3 4 5
6