BCM

Boltwood Capital Management Portfolio holdings

AUM $392M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
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
+$1.33M
3
+$978K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$875K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$823K

Top Sells

1
+$644K
2
+$554K
3
+$333K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$324K
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
151
$209K 0.08%
7,347
152
– –
-1,860
153
– –
-9,823
3 4 5 6
7