BCM
Boltwood Capital Management Portfolio holdings
AUM
$392M
1-Year Est. Return
17.97%
This Fund
S&P 500
1 Year Est. Return
+17.97%
AUM
$392M
AUM Growth
+$7.51M
(+2%)
Holding
187
Top Buys
| 1 | +$2.82M | |
| 2 | +$1.05M | |
| 3 | +$706K | |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$477K |
| 5 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$460K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$548K | |
| 3 | +$297K | |
| 4 |
MRSH
Marsh
MRSH
|
+$271K |
| 5 |
Truist Financial
TFC
|
+$210K |
Sector Composition
| 1 | Technology | 10.96% |
| 2 | Financials | 5.45% |
| 3 | Communication Services | 3.67% |
| 4 | Healthcare | 3.21% |
| 5 | Consumer Discretionary | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Shell
SHEL
$248B
| $230K | 0.06% |
+2,475
|
|
||
177
Starbucks
SBUX
$111B
| $229K | 0.06% |
2,555
+75
|
|
||
|
SNDK
178
Sandisk
SNDK
$133B
| $219K | 0.06% |
+345
|
|
||
179
Chipotle Mexican Grill
CMG
$47B
| $216K | 0.06% |
6,760
-565
|
|
||
180
GE Vernova
GEV
$267B
| $214K | 0.05% |
+245
|
|
||
181
iShares MSCI Brazil ETF
EWZ
$11.6B
| $211K | 0.05% |
+5,500
|
|
||
182
Visa
V
$596B
| $203K | 0.05% |
670
+95
|
|
||
183
Palantir
PLTR
$349B
| $202K | 0.05% |
1,380
+155
|
|
||
184
Banco Santander
SAN
$178B
| $124K | 0.03% |
11,000
|
|
||
185
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-2,100
|
|
||
186
ServiceNow
NOW
$104B
| – | – |
-1,941
|
|
||
|
187
Truist Financial
TFC
$63.4B
| – | – |
-4,270
|
|