Beaumont Capital Management

Latest statistics and disclosures from Beaumont Capital Management's latest quarterly 13F-HR filing:

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Positions held by Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beaumont Capital Management

Companies in the Beaumont Capital Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity MSCI Utilities Index ETF Msci Utils Index (FUTY) 6.5 $6.6M +5% 160k 41.03
Real Estate Select Sector SPDR ETF Rl Est Sel Sec (XLRE) 6.5 $6.6M -7% 148k 44.33
Materials SPDR Sbi Materials (XLB) 6.5 $6.6M 80k 82.31
Technology Select Sector SPDR Technology (XLK) 6.5 $6.6M -6% 45k 147.66
Fidelity MSCI Industrials Index ETF Msci Indl Indx (FIDU) 6.5 $6.6M 121k 54.23
HealthCare Select Sector SPDR Sbi Healthcare (XLV) 6.5 $6.6M -3% 52k 125.95
Financial Select Sector SPDR Financial (XLF) 6.5 $6.6M -3% 179k 36.69
Consumer Discretionary Select Sector SPDR Sbi Cons Discr (XLY) 6.5 $6.6M -2% 37k 178.54
Communication Services Select Sector SPDR ETF Communication (XLC) 6.5 $6.6M -5% 81k 80.97
Energy Select Sector SPDR Energy (XLE) 6.5 $6.6M -5% 122k 53.87
Consumer Staples Select Sector SPDR Sbi Cons Stpls (XLP) 6.5 $6.6M 94k 69.97
SPDR Developed World ex-U.S. ETF Portfolio Devlpd (SPDW) 5.0 $5.1M -4% 139k 36.77
Wisdom Tree Emerging Markets ex-State Owned Enterprises ETF Em Ex St-owned (XSOE) 4.4 $4.5M +99% 107k 42.06
NuShares Enhanced Yield U.S. Aggregate Bond ETF Nuveen Enhnc Yld (NUAG) 3.6 $3.7M -3% 147k 24.93

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Fidelity Limited Term Bond ETF Ltd Trm Bd Etf (FLTB) 2.9 $2.9M +3% 56k 52.35
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN) 2.2 $2.2M -7% 9.1k 244.80
iShares Dow Jones U.S. Financial Services In U.s. Fin Svc Etf (IYG) 1.2 $1.2M NEW 6.7k 185.21
iShares MSCI Pacific ex-Japan Index ETF Msci Pac Jp Etf (EPP) 1.2 $1.2M NEW 24k 51.70
iShares MSCI Eafe Small CAP Index ETF Eafe Sml Cp Etf (SCZ) 1.2 $1.2M NEW 17k 74.15
SPDR S&P Bank ETF S&p Bk Etf (KBE) 1.2 $1.2M NEW 24k 51.31
iShares Russell 1000 Value Index ETF Rus 1000 Val Etf (IWD) 1.2 $1.2M NEW 7.7k 158.60
iShares MSCI Value Index ETF Eafe Value Etf (EFV) 1.2 $1.2M NEW 24k 51.75
iShares S&P Global Financials Sector Index E Global Finls Etf (IXG) 0.6 $622k NEW 8.0k 77.51
iShares Agency Bond ETF Agency Bond Etf (AGZ) 0.6 $612k -22% 5.2k 118.33
iShares Aggregate Bond ETF Core Us Aggbd Et (AGG) 0.6 $609k -34% 5.3k 115.19
SPDR Software & Services ETF Comp Software (XSW) 0.6 $609k -8% 3.6k 171.36
SPDR S&P Retail ETF S&p Retail Etf (XRT) 0.6 $609k NEW 6.3k 97.10
Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 0.2 $246k -9% 2.4k 103.32
Fidelity MSCI Energy Index ETF Msci Energy Idx (FENY) 0.2 $186k NEW 13k 14.67

Past Filings by Beaumont Capital Management

SEC 13F filings are viewable for Beaumont Capital Management going back to 2020