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
$328M
AUM Growth
-$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$613K
3
+$409K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$386K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$358K

Top Sells

1
+$1.29M
2
+$457K
3
+$351K
4
T icon
AT&T
T
+$277K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$233K

Sector Composition

1 Technology 10.96%
2 Financials 5.91%
3 Consumer Discretionary 3.68%
4 Healthcare 3.39%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,455
177
– –
-1,525
178
– –
-1,060
4 5 6 7
8