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
$146M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.97M
3
+$2.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.12M

Top Sells

1
+$2.94M
2
+$2.51M
3
+$1.05M
4
AGN
Allergan plc
AGN
+$967K
5
AMG icon
Affiliated Managers Group
AMG
+$863K

Sector Composition

1 Financials 10.15%
2 Technology 10.14%
3 Healthcare 8.45%
4 Consumer Staples 6.44%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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-4,500
129
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-13,660
130
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-6,315
131
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-28,142
132
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-9,875
133
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-4,691
134
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-5,250
135
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-18,149
136
– –
-10,375
137
– –
-1,700
2 3 4 5
6