BCFD
Boit C.F. David Portfolio holdings
AUM
$208M
This Quarter Return
+11%
1 Year Return
+16%
3 Year Return
+63.5%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+8.2%)
Cap. Flow
-$122K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
41.37%
Holding
116
New
1
Increased
4
Reduced
3
Closed
–
Top Buys
| 1 |
Stryker
SYK
|
$535K |
| 2 |
PayPal
PYPL
|
$377K |
| 3 |
WEX
WEX
|
$28K |
| 4 |
EOG Resources
EOG
|
$26.7K |
| 5 |
Kyndryl
KD
|
$14K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$897K |
| 2 |
Unilever
UL
|
$108K |
| 3 |
AT&T
T
|
$98.4K |
Sector Composition
| 1 | Financials | 22.6% |
| 2 | Technology | 21.61% |
| 3 | Healthcare | 20.79% |
| 4 | Consumer Staples | 9.05% |
| 5 | Industrials | 7.25% |
