BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+6.04%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$337M
AUM Growth
+$17.4M
(+5.4%)
Cap. Flow
-$416K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
176
New
10
Increased
60
Reduced
92
Closed
2
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.03M |
| 2 |
Dollar Tree
DLTR
|
$768K |
| 3 |
Schwab International Equity ETF
SCHF
|
$538K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$427K |
| 5 |
FlexShares Disciplined Duration MBS Index Fund
MBSD
|
$412K |
Sector Composition
| 1 | Technology | 10.95% |
| 2 | Financials | 5.38% |
| 3 | Healthcare | 3.73% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Communication Services | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Pinterest
PINS
$25.8B
| – | – |
-5,631
| Closed | -$248K |
|