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
$271M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$694K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$587K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$586K

Top Sells

1
+$1.35M
2
+$501K
3
+$377K
4
INTC icon
Intel
INTC
+$271K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$248K

Sector Composition

1 Technology 11.33%
2 Financials 7.07%
3 Healthcare 6.17%
4 Consumer Staples 4.94%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.13%
3,111
-100
127
$354K 0.13%
3,600
128
$349K 0.13%
3,300
129
$334K 0.12%
1,560
130
$334K 0.12%
3,656
131
$333K 0.12%
9,159
132
$330K 0.12%
+6,125
133
$314K 0.12%
661
-4
134
$304K 0.11%
16,373
135
$299K 0.11%
2,235
-103
136
$294K 0.11%
9,620
137
$287K 0.11%
1,241
138
$287K 0.11%
8,950
-6,950
139
$287K 0.11%
4,875
140
$284K 0.1%
+1,340
141
$275K 0.1%
4,649
+1,074
142
$274K 0.1%
803
143
$272K 0.1%
2,050
144
$262K 0.1%
2,500
145
$251K 0.09%
825
146
$248K 0.09%
1,262
147
$248K 0.09%
3,074
148
$237K 0.09%
+1,640
149
$233K 0.09%
+411
150
$230K 0.09%
2,000
3 4 5
6
7