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
$143M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$662K
3
+$591K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$439K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$364K

Top Sells

1
+$876K
2
+$644K
3
+$613K
4
PFE icon
Pfizer
PFE
+$210K
5
XRX icon
Xerox
XRX
+$188K

Sector Composition

1 Healthcare 15.61%
2 Financials 11.68%
3 Technology 11.24%
4 Energy 6.86%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.32%
322,329
-6,482
2
$4.89M 3.42%
327,444
+24,406
3
$4.17M 2.92%
38,805
+1,425
4
$4.04M 2.83%
84,584
+4,351
5
$3.76M 2.63%
67,487
+1,200
6
$3.75M 2.62%
54,222
-400
7
$3.71M 2.6%
108,345
-750
8
$3.65M 2.56%
44,567
+1,859
9
$3.45M 2.41%
95,956
+3,340
10
$2.86M 2%
25,237
+1,675
11
$2.78M 1.94%
30,898
+625
12
$2.64M 1.85%
32,140
+1,500
13
$2.53M 1.77%
265,818
+15,594
14
$2.39M 1.68%
19,227
+650
15
$2.32M 1.63%
26,447
+775
16
$2.2M 1.54%
33,352
-650
17
$2.13M 1.49%
14,882
+355
18
$2.04M 1.43%
25,816
+1,150
19
$2M 1.4%
30,745
+3,350
20
$1.94M 1.36%
23,808
+1,000
21
$1.94M 1.36%
25,548
+959
22
$1.94M 1.35%
52,480
+2,900
23
$1.84M 1.29%
22,882
+775
24
$1.83M 1.28%
43,154
+1,500
25
$1.76M 1.23%
34,143
1
2 3 4 5