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
$148M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$690K
3
+$688K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$506K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$474K

Top Sells

1
+$952K
2
+$807K
3
+$337K
4
PCAR icon
PACCAR
PCAR
+$201K
5
AXP icon
American Express
AXP
+$162K

Sector Composition

1 Healthcare 14.86%
2 Financials 11.7%
3 Technology 10.39%
4 Energy 6.53%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 6.92%
320,808
-1,521
2
$5.89M 3.99%
370,864
+43,420
3
$4.23M 2.86%
40,555
+1,750
4
$4.15M 2.81%
82,894
-1,690
5
$3.8M 2.57%
54,222
6
$3.77M 2.55%
108,345
7
$3.71M 2.51%
66,962
-525
8
$3.69M 2.5%
45,768
+1,201
9
$3.43M 2.32%
95,256
-700
10
$2.67M 1.81%
25,137
-100
11
$2.63M 1.78%
30,182
-716
12
$2.54M 1.72%
260,340
-5,478
13
$2.45M 1.66%
31,640
-500
14
$2.32M 1.57%
33,727
+375
15
$2.29M 1.55%
25,012
-1,435
16
$2.01M 1.36%
23,891
-1,925
17
$1.99M 1.35%
22,523
-1,285
18
$1.96M 1.33%
35,875
+4,225
19
$1.96M 1.33%
50,830
-1,650
20
$1.96M 1.32%
26,168
+620
21
$1.9M 1.29%
42,453
-701
22
$1.9M 1.28%
14,641
-241
23
$1.83M 1.24%
20,953
+5,410
24
$1.81M 1.23%
22,432
-450
25
$1.79M 1.21%
23,330
-330
1
2 3 4 5