BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+5.29%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$241M
AUM Growth
+$15.6M
(+6.9%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
28.99%
Holding
151
New
3
Increased
43
Reduced
64
Closed
1
Top Buys
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$1.45M |
| 2 |
Apple
AAPL
|
$844K |
| 3 |
Oracle
ORCL
|
$771K |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$455K |
| 5 |
T Rowe Price
TROW
|
$312K |
Sector Composition
| 1 | Technology | 10.97% |
| 2 | Financials | 8.08% |
| 3 | Healthcare | 6.08% |
| 4 | Communication Services | 5.43% |
| 5 | Consumer Staples | 4.8% |