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
151
$231K 0.08%
606
-5
152
$226K 0.08%
3,538
+50
153
$222K 0.08%
1,981
154
$220K 0.08%
+3,055
155
$215K 0.08%
2,400
156
$204K 0.07%
682
-45
157
$203K 0.07%
1,801
-24
158
$202K 0.07%
+2,485
159
$201K 0.07%
+4,275
160
$22.5K 0.01%
10,228
161
– –
-831
162
– –
-2,365
163
– –
-3,944
164
– –
-1,431
3 4 5 6
7