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
$153M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$574K
3
+$560K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$533K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$520K

Top Sells

1
+$1.86M
2
+$1.53M
3
+$954K
4
VDE icon
Vanguard Energy ETF
VDE
+$798K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$767K

Sector Composition

1 Technology 11.51%
2 Financials 10.36%
3 Healthcare 8.94%
4 Consumer Staples 6.58%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$180K 0.12%
11,285
-140
127
– –
-4,548
128
– –
-10,352
129
– –
-6,095
130
– –
-15,801
131
– –
-3,745
2 3 4 5
6