BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
This Quarter Return
-2.31%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$328M
AUM Growth
+$328M
(-2.8%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
34.23%
Holding
178
New
4
Increased
73
Reduced
75
Closed
8
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$11M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.62M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$1.35M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.12M |
| 5 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$651K |
Top Sells
| 1 |
Apple
AAPL
|
$1.29M |
| 2 |
IBM
IBM
|
$457K |
| 3 |
FlexShares Ultra-Short Income Fund
RAVI
|
$351K |
| 4 |
AT&T
T
|
$277K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$233K |
Sector Composition
| 1 | Technology | 10.96% |
| 2 | Financials | 5.91% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Healthcare | 3.39% |
| 5 | Communication Services | 3.15% |
