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
$248M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$972K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$850K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$811K

Top Sells

1
+$635K
2
+$552K
3
+$329K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$315K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$233K

Sector Composition

1 Technology 10.81%
2 Financials 7.75%
3 Healthcare 5.97%
4 Communication Services 5.07%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.14%
3,211
-335
127
$349K 0.14%
3,300
128
$334K 0.13%
16,373
+124
129
$328K 0.13%
6,858
+594
130
$321K 0.13%
4,150
+555
131
$313K 0.13%
4,875
-568
132
$311K 0.13%
2,338
-209
133
$308K 0.12%
3,600
134
$291K 0.12%
1,125
135
$285K 0.11%
665
-61
136
$284K 0.11%
1,241
137
$284K 0.11%
1,560
-100
138
$279K 0.11%
3,656
139
$273K 0.11%
2,050
140
$264K 0.11%
9,620
141
$249K 0.1%
803
142
$244K 0.1%
2,500
-945
143
$240K 0.1%
+1,000
144
$222K 0.09%
3,760
-626
145
$219K 0.09%
1,262
-11
146
$217K 0.09%
2,000
147
$216K 0.09%
9,975
-500
148
$214K 0.09%
+3,575
149
$211K 0.09%
825
150
$211K 0.09%
4,008
3 4 5
6
7