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
$268M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$1.1M
3 +$671K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$528K
5
AAPL icon
Apple
AAPL
+$453K

Sector Composition

1 Technology 9.77%
2 Financials 5%
3 Healthcare 4.81%
4 Consumer Staples 3.95%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$224K 0.08%
1,981
+50
152
$222K 0.08%
+1,434
153
$217K 0.08%
+611
154
$214K 0.08%
+849
155
$211K 0.08%
+3,944
156
$209K 0.08%
727
+62
157
$208K 0.08%
1,825
+125
158
$202K 0.08%
+2,365
159
$23.7K 0.01%
+10,228
160
-8,783