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
$329M
AUM Growth
+$791K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.26M
3
+$499K
4
JPM icon
JPMorgan Chase
JPM
+$487K
5
AMD icon
Advanced Micro Devices
AMD
+$453K

Top Sells

1
+$1.7M
2
+$562K
3
+$461K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$446K
5
MAS icon
Masco
MAS
+$409K

Sector Composition

1 Technology 9.92%
2 Financials 6.07%
3 Healthcare 3.65%
4 Consumer Discretionary 3.41%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.13%
11,400
+150
127
$426K 0.13%
5,322
-996
128
$426K 0.13%
3,560
-15
129
$413K 0.13%
6,335
+505
130
$413K 0.13%
4,325
+25
131
$413K 0.13%
10,898
-32
132
$409K 0.12%
9,950
+15
133
$404K 0.12%
2,413
+638
134
$402K 0.12%
2,575
-25
135
$379K 0.12%
5,525
-575
136
$357K 0.11%
1,143
+371
137
$352K 0.11%
755
-55
138
$333K 0.1%
2,267
-110
139
$326K 0.1%
926
-50
140
$324K 0.1%
8,150
+350
141
$324K 0.1%
5,869
-40
142
$320K 0.1%
5,245
+540
143
$315K 0.1%
581
-254
144
$313K 0.1%
1,975
-36
145
$311K 0.09%
3,600
146
$310K 0.09%
+3,000
147
$303K 0.09%
+16,525
148
$297K 0.09%
2,004
-303
149
$290K 0.09%
6,385
-75
150
$286K 0.09%
5,525
-50
3 4 5
6
7