BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+6.86%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$178M
AUM Growth
+$19.4M
(+12%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
25.1%
Holding
141
New
11
Increased
50
Reduced
47
Closed
4
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$2.02M |
| 2 |
PayPal
PYPL
|
+$1.08M |
| 3 |
Vanguard Communication Services ETF
VOX
|
+$1.08M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$981K |
| 5 |
Eli Lilly
LLY
|
+$974K |
Top Sells
| 1 |
Apple
AAPL
|
+$1.13M |
| 2 |
Amplify Cybersecurity ETF
HACK
|
+$959K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$862K |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$666K |
| 5 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$529K |
Sector Composition
| 1 | Technology | 11.98% |
| 2 | Financials | 11.44% |
| 3 | Healthcare | 8.61% |
| 4 | Consumer Staples | 5.94% |
| 5 | Communication Services | 5.32% |
