BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
-3.37%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$270M
AUM Growth
+$270M
(-2.7%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
163
New
3
Increased
54
Reduced
87
Closed
8
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.98M |
| 2 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$1.77M |
| 3 |
iShares MBS ETF
MBB
|
$1.38M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$710K |
| 5 |
Schwab International Equity ETF
SCHF
|
$400K |
Top Sells
Sector Composition
| 1 | Technology | 10% |
| 2 | Financials | 5.09% |
| 3 | Healthcare | 4.46% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Consumer Staples | 3.18% |
