BCFD

Boit C.F. David Portfolio holdings

AUM $208M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$8.42M
3 +$7.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.55M
5
MRK icon
Merck
MRK
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.49%
2 Financials 21.94%
3 Technology 19.8%
4 Consumer Staples 9.19%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$106K 0.09%
+9,252
77
$105K 0.09%
+450
78
$102K 0.08%
+1,539
79
$100K 0.08%
+2,000
80
$95K 0.08%
+840
81
$91K 0.07%
+1,550
82
$84K 0.07%
+800
83
$80K 0.07%
+1,000
84
$78K 0.06%
+867
85
$72K 0.06%
+400
86
$72K 0.06%
+2,000
87
$70K 0.06%
+485
88
$61K 0.05%
+1,050
89
$54K 0.04%
+400
90
$54K 0.04%
+650
91
$52K 0.04%
+2,000
92
$45K 0.04%
+1,000
93
$41K 0.03%
+500
94
$34K 0.03%
+3,500
95
$33K 0.03%
+400
96
$27K 0.02%
+2,384
97
$26K 0.02%
+2,000
98
$26K 0.02%
+320
99
$24K 0.02%
+3,400
100
$22K 0.02%
+480