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

Top Buys

1
+$681K
2
+$580K
3
+$555K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$534K
5
CVS icon
CVS Health
CVS
+$490K

Top Sells

1
+$1.92M
2
+$1.56M
3
+$1.03M
4
VDE icon
Vanguard Energy ETF
VDE
+$798K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$781K

Sector Composition

1 Technology 11.75%
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
– –
-3,745
128
– –
-15,801
129
– –
-6,095
130
– –
-10,352
131
– –
-4,548
2 3 4 5
6