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
$277M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.06M
3
+$848K
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$492K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$385K

Top Sells

1
+$1.15M
2
+$554K
3
+$529K
4
DE icon
Deere & Co
DE
+$343K
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$336K

Sector Composition

1 Technology 10.69%
2 Financials 5.1%
3 Healthcare 4.64%
4 Consumer Discretionary 3.72%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.13%
1,015
+15
127
$343K 0.12%
9,613
+190
128
$334K 0.12%
1,737
-15
129
$333K 0.12%
8,967
-334
130
$325K 0.12%
7,058
+358
131
$322K 0.12%
9,768
-100
132
$310K 0.11%
3,126
-150
133
$304K 0.11%
4,466
+381
134
$296K 0.11%
2,786
+5
135
$291K 0.1%
1,585
136
$287K 0.1%
2,370
-50
137
$281K 0.1%
1,565
+14
138
$274K 0.1%
8,300
+17
139
$271K 0.1%
17,018
-408
140
$267K 0.1%
+4,647
141
$265K 0.1%
336
-10
142
$264K 0.1%
3,600
143
$263K 0.09%
1,283
-60
144
$255K 0.09%
3,046
+60
145
$243K 0.09%
5,575
-1,025
146
$240K 0.09%
849
147
$235K 0.08%
1,434
148
$235K 0.08%
2,200
-100
149
$233K 0.08%
2,113
+100
150
$233K 0.08%
7,680
-2,825
3 4 5
6
7