BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

1 +$683K
2 +$678K
3 +$423K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$295K
5
AXP icon
American Express
AXP
+$263K

Sector Composition

1 Technology 12.96%
2 Financials 8.55%
3 Healthcare 8.11%
4 Consumer Staples 5.85%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.12%
+3,712
127
$191K 0.12%
5,599
-709
128
$166K 0.1%
12,800
-1,000
129
$158K 0.1%
10,353
-847
130
-3,830
131
-4,614
132
-13,726
133
-1,025