BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+6.17%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$225M
AUM Growth
+$19.3M
(+9.4%)
Cap. Flow
+$7.33M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
150
New
7
Increased
38
Reduced
80
Closed
2
Top Buys
| 1 |
FlexShares Disciplined Duration MBS Index Fund
MBSD
|
+$2.2M |
| 2 |
iShares MBS ETF
MBB
|
+$1.93M |
| 3 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
+$1.37M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.33M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$958K |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$573K |
| 2 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$452K |
| 3 |
KLA
KLAC
|
+$359K |
| 4 |
Walt Disney
DIS
|
+$297K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$284K |
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Financials | 7.98% |
| 3 | Healthcare | 6.34% |
| 4 | Communication Services | 5.57% |
| 5 | Consumer Staples | 5.07% |
