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
$154M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$480K
3
+$368K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$314K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.81M
2
+$890K
3
+$368K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
CB icon
Chubb
CB
+$200K

Sector Composition

1 Healthcare 15.05%
2 Financials 11.59%
3 Technology 10.71%
4 Energy 6.72%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 7.16%
325,487
+4,679
2
$6.52M 4.23%
389,640
+18,776
3
$4.74M 3.08%
40,305
-250
4
$4.35M 2.82%
82,514
-380
5
$4M 2.6%
53,952
-270
6
$3.86M 2.51%
107,845
-500
7
$3.76M 2.44%
45,819
+51
8
$3.71M 2.41%
67,212
+250
9
$3.66M 2.38%
94,996
-260
10
$2.73M 1.77%
30,009
-173
11
$2.69M 1.74%
264,672
+4,332
12
$2.53M 1.64%
31,675
+35
13
$2.48M 1.61%
25,212
+75
14
$2.47M 1.61%
33,202
-525
15
$2.38M 1.54%
24,880
-132
16
$2.27M 1.47%
50,460
-370
17
$2.15M 1.39%
23,741
-150
18
$2.09M 1.36%
35,425
-450
19
$2.06M 1.34%
22,373
-150
20
$1.98M 1.29%
26,101
-67
21
$1.98M 1.28%
+14,149
22
$1.93M 1.25%
21,920
+967
23
$1.9M 1.23%
42,193
-260
24
$1.86M 1.21%
31,400
+8,100
25
$1.83M 1.19%
34,143
1
2 3 4 5