BCM
Boltwood Capital Management Portfolio holdings
AUM
$376M
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$352M
AUM Growth
+$22.8M
(+6.9%)
Holding
176
Top Buys
| 1 | +$1.63M | |
| 2 | +$980K | |
| 3 | +$495K | |
| 4 |
Apple
AAPL
|
+$430K |
| 5 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$394K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$810K | |
| 3 | +$642K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$536K |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$533K |
Sector Composition
| 1 | Technology | 11.46% |
| 2 | Financials | 6.15% |
| 3 | Communication Services | 3.62% |
| 4 | Consumer Discretionary | 3.44% |
| 5 | Healthcare | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Halliburton
HAL
$23.2B
| – | – |
-9,360
|
|