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BCM

Boltwood Capital Management Portfolio holdings

AUM $392M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.04M
3
+$1.77M
4
MBSD icon
FlexShares Disciplined Duration MBS Index Fund
MBSD
+$1.4M
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$1.2M

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1.36M
4
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$734K
5
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$724K

Sector Composition

1 Technology 10.45%
2 Financials 5.13%
3 Healthcare 4.07%
4 Consumer Discretionary 3.43%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 7.32%
1,195,160
+59,756
2
$13M 4.3%
137,860
+263
3
$12.3M 4.06%
300,080
-18,255
4
$12.2M 4.06%
104,571
-36,838
5
$9.73M 3.22%
286,085
-6,995
6
$9.15M 3.03%
444,918
+70,210
7
$7.16M 2.37%
37,178
+1,021
8
$6.79M 2.25%
287,481
+235,741
9
$6.57M 2.18%
118,475
+430
10
$6.43M 2.13%
157,082
+15,105
11
$6.42M 2.13%
17,082
-30
12
$6.26M 2.07%
57,811
+215
13
$6.08M 2.02%
245,455
+13,170
14
$5M 1.66%
51,926
-778
15
$4.45M 1.47%
46,175
+4,970
16
$4.44M 1.47%
92,662
-15,804
17
$4.13M 1.37%
55,015
+1,125
18
$3.81M 1.26%
107,568
-2,177
19
$3.73M 1.23%
66,811
+2,755
20
$3.54M 1.17%
66,092
+2,723
21
$3.42M 1.13%
22,948
-170
22
$3.36M 1.11%
15,078
-468
23
$3.22M 1.07%
62,780
+5,060
24
$3.21M 1.06%
35,555
+40
25
$3.17M 1.05%
22,709
-310
1
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