BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$993K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Top Sells

1
+$1.45M
2
+$206K
3
+$79.7K
4
IBM icon
IBM
IBM
+$62.4K
5
CB
CHUBB CORPORATION
CB
+$29K

Sector Composition

1 Financials 14.97%
2 Industrials 12.51%
3 Healthcare 11.66%
4 Technology 9.67%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 5.71%
472,200
2
$17.2M 5.64%
617,667
3
$15.4M 5.03%
188,741
+184
4
$14.7M 4.81%
307,762
-52
5
$13.9M 4.55%
305,905
+75
6
$12.3M 4.03%
352,155
7
$12M 3.93%
89,288
+83
8
$11.5M 3.76%
259,501
9
$10.6M 3.46%
406,925
+1,150
10
$10.2M 3.32%
81,286
+80
11
$9.31M 3.05%
93,200
12
$9.23M 3.02%
473,000
13
$8.44M 2.76%
257,552
-105
14
$7.56M 2.48%
296,088
15
$7.41M 2.43%
127,600
+625
16
$6.69M 2.19%
257,888
+383
17
$6.65M 2.18%
296,308
+1,000
18
$6.25M 2.04%
148,725
+1,050
19
$5.62M 1.84%
150,306
-250
20
$5.5M 1.8%
121,000
+112,200
21
$5.42M 1.77%
101,980
22
$5.16M 1.69%
60,050
23
$4.84M 1.58%
195,500
24
$4.74M 1.55%
51,712
+150
25
$4.42M 1.45%
122,500
1
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