Beaumont Capital Management, LLC Buys SPDR Portfolio Aggregate Bond ETF, The Energy Select Sector SPDR Fund, Vanguard FTSE Developed Markets ETF, Sells Fidelity Limited Term Bond ETF, Technology Select Sector SPDR ETF, Real Estate Select Sector SPDR Fund

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Feb 09, 2022
Investment company Beaumont Capital Management, LLC (Current Portfolio) buys SPDR Portfolio Aggregate Bond ETF, The Energy Select Sector SPDR Fund, Vanguard FTSE Developed Markets ETF, Vanguard Mid-Cap ETF, Vanguard Small Cap Growth ETF, sells Fidelity Limited Term Bond ETF, Technology Select Sector SPDR ETF, Real Estate Select Sector SPDR Fund (The), Materials Select Sector SPDR, Consumer Discretionary Select Sector SPDR during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Beaumont Capital Management, LLC. As of 2021Q4, Beaumont Capital Management, LLC owns 45 stocks with a total value of $173 million. These are the details of the buys and sells.

For the details of Beaumont Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/beaumont+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Beaumont Capital Management, LLC
  1. SPDR Portfolio Aggregate Bond ETF (SPAB) - 494,681 shares, 8.46% of the total portfolio. New Position
  2. WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE) - 256,805 shares, 5.47% of the total portfolio. Shares added by 86.03%
  3. Technology Select Sector SPDR ETF (XLK) - 42,382 shares, 4.26% of the total portfolio. Shares reduced by 24.74%
  4. Consumer Staples Select Sector SPDR (XLP) - 88,414 shares, 3.94% of the total portfolio. Shares reduced by 22%
  5. Fidelity MSCI Industrials Index ETF (FIDU) - 121,059 shares, 3.93% of the total portfolio. Shares reduced by 19.49%
New Purchase: SPDR Portfolio Aggregate Bond ETF (SPAB)

Beaumont Capital Management, LLC initiated holding in SPDR Portfolio Aggregate Bond ETF. The purchase prices were between $29.35 and $29.83, with an estimated average price of $29.59. The stock is now traded at around $28.689000. The impact to a portfolio due to this purchase was 8.46%. The holding were 494,681 shares as of 2021-12-31.

New Purchase: The Energy Select Sector SPDR Fund (XLE)

Beaumont Capital Management, LLC initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $68.990000. The impact to a portfolio due to this purchase was 3.93%. The holding were 122,586 shares as of 2021-12-31.

New Purchase: Vanguard FTSE Developed Markets ETF (VEA)

Beaumont Capital Management, LLC initiated holding in Vanguard FTSE Developed Markets ETF. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $50.299400. The impact to a portfolio due to this purchase was 2.75%. The holding were 93,263 shares as of 2021-12-31.

New Purchase: Vanguard Small Cap Growth ETF (VBK)

Beaumont Capital Management, LLC initiated holding in Vanguard Small Cap Growth ETF. The purchase prices were between $268.86 and $305.38, with an estimated average price of $286.47. The stock is now traded at around $251.040000. The impact to a portfolio due to this purchase was 2.54%. The holding were 15,599 shares as of 2021-12-31.

New Purchase: Vanguard Mid-Cap ETF (VO)

Beaumont Capital Management, LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $240.590000. The impact to a portfolio due to this purchase was 2.54%. The holding were 17,253 shares as of 2021-12-31.

New Purchase: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Beaumont Capital Management, LLC initiated holding in iShares iBoxx USD Investment Grade Corporate Bond . The purchase prices were between $130.25 and $134.12, with an estimated average price of $132.19. The stock is now traded at around $125.765000. The impact to a portfolio due to this purchase was 1.75%. The holding were 22,857 shares as of 2021-12-31.

Added: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

Beaumont Capital Management, LLC added to a holding in WisdomTree Emerging Markets ex-State-Owned Enterpr by 86.03%. The purchase prices were between $35.66 and $38.97, with an estimated average price of $37.55. The stock is now traded at around $36.498200. The impact to a portfolio due to this purchase was 2.53%. The holding were 256,805 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Beaumont Capital Management, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 564.90%. The purchase prices were between $113.01 and $114.88, with an estimated average price of $113.97. The stock is now traded at around $110.508700. The impact to a portfolio due to this purchase was 2.08%. The holding were 37,128 shares as of 2021-12-31.

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Beaumont Capital Management, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 561.83%. The purchase prices were between $113.25 and $116.14, with an estimated average price of $114.66. The stock is now traded at around $111.060000. The impact to a portfolio due to this purchase was 2.08%. The holding were 36,831 shares as of 2021-12-31.

Added: WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)

Beaumont Capital Management, LLC added to a holding in WisdomTree Bloomberg U.S. Dollar Bullish Fund by 472.44%. The purchase prices were between $25.64 and $26.46, with an estimated average price of $26.08. The stock is now traded at around $26.060000. The impact to a portfolio due to this purchase was 1.76%. The holding were 141,392 shares as of 2021-12-31.

Added: iShares Barclays Government/Credit Bond Fund (GBF)

Beaumont Capital Management, LLC added to a holding in iShares Barclays Government/Credit Bond Fund by 476.63%. The purchase prices were between $120.17 and $122.59, with an estimated average price of $121.36. The stock is now traded at around $117.124300. The impact to a portfolio due to this purchase was 1.76%. The holding were 30,319 shares as of 2021-12-31.

Added: SPDR Portfolio Intermediate Term Corporate Bond ET (SPIB)

Beaumont Capital Management, LLC added to a holding in SPDR Portfolio Intermediate Term Corporate Bond ET by 242.97%. The purchase prices were between $35.83 and $36.37, with an estimated average price of $36.11. The stock is now traded at around $35.215000. The impact to a portfolio due to this purchase was 1.74%. The holding were 117,166 shares as of 2021-12-31.

Sold Out: SPDR S&P Software & Services ETF (XSW)

Beaumont Capital Management, LLC sold out a holding in SPDR S&P Software & Services ETF. The sale prices were between $158.95 and $186.78, with an estimated average price of $173.19.

Sold Out: BTC iShares U.S. Home Construction ETF (ITB)

Beaumont Capital Management, LLC sold out a holding in BTC iShares U.S. Home Construction ETF. The sale prices were between $66.15 and $82.97, with an estimated average price of $75.43.

Sold Out: SPDR Dividend ETF (SDY)

Beaumont Capital Management, LLC sold out a holding in SPDR Dividend ETF. The sale prices were between $118.24 and $129.12, with an estimated average price of $123.75.

Sold Out: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Beaumont Capital Management, LLC sold out a holding in iShares S&P Mid-Cap 400 Value ETF. The sale prices were between $102.88 and $112.82, with an estimated average price of $108.48.

Sold Out: Industrial Select Sector SPDR (XLI)

Beaumont Capital Management, LLC sold out a holding in Industrial Select Sector SPDR. The sale prices were between $98.27 and $106.72, with an estimated average price of $103.61.

Sold Out: Utilities Select Sector SPDR ETF (XLU)

Beaumont Capital Management, LLC sold out a holding in Utilities Select Sector SPDR ETF. The sale prices were between $63.39 and $71.58, with an estimated average price of $67.08.



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