BCM
Boltwood Capital Management Portfolio holdings
AUM
$385M
1-Year Est. Return
17.53%
1 Year Est. Return
+17.53%
AUM
$385M
AUM Growth
+$8.88M
(+2.4%)
Holding
186
Top Buys
| 1 | +$1.19M | |
| 2 | +$618K | |
| 3 | +$360K | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$296K |
| 5 |
KKR & Co
KKR
|
+$278K |
Top Sells
| 1 | +$483K | |
| 2 | +$459K | |
| 3 | +$321K | |
| 4 |
Carrier Global
CARR
|
+$242K |
| 5 |
Abbott
ABT
|
+$223K |
Sector Composition
| 1 | Technology | 11.93% |
| 2 | Financials | 6.07% |
| 3 | Communication Services | 4.03% |
| 4 | Healthcare | 3.37% |
| 5 | Consumer Discretionary | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Palantir
PLTR
$407B
| $218K | 0.06% |
1,225
+25
|
|
||
177
Truist Financial
TFC
$63.9B
| $210K | 0.05% |
4,270
-240
|
|
||
178
iShares Core US Aggregate Bond ETF
AGG
$136B
| $210K | 0.05% |
2,100
|
|
||
179
Starbucks
SBUX
$106B
| $209K | 0.05% |
2,480
+10
|
|
||
180
Visa
V
$633B
| $202K | 0.05% |
+575
|
|
||
181
Biogen
BIIB
$24.1B
| $201K | 0.05% |
+1,141
|
|
||
182
Banco Santander
SAN
$180B
| $129K | 0.03% |
11,000
|
|
||
|
183
Carrier Global
CARR
$47.3B
| – | – |
-4,051
|
|
||
184
Comcast
CMCSA
$101B
| – | – |
-14,618
|
|
||
185
Nike
NKE
$95.3B
| – | – |
-3,000
|
|
||
186
Vanguard Materials ETF
VAW
$3.07B
| – | – |
-985
|
|