BCFD

Boit C.F. David Portfolio holdings

AUM $221M
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$233K

Top Sells

1
+$208K
2
+$193K
3
+$128K
4
MCD icon
McDonald's
MCD
+$89.5K
5
T icon
AT&T
T
+$59.9K

Sector Composition

1 Technology 21.95%
2 Financials 21.11%
3 Healthcare 20.72%
4 Consumer Staples 8.83%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.08%
2,000
77
$116K 0.08%
800
78
$108K 0.07%
3,100
79
$103K 0.07%
1,539
80
$102K 0.07%
1,250
81
$100K 0.07%
400
82
$98.2K 0.07%
2,000
83
$90.5K 0.06%
485
84
$85.5K 0.06%
5,400
85
$83.3K 0.06%
1,000
86
$78.5K 0.05%
1,393
87
$76.5K 0.05%
867
88
$74.9K 0.05%
100
89
$72.9K 0.05%
3,505
90
$69.7K 0.05%
400
91
$61.3K 0.04%
650
92
$56.7K 0.04%
1,000
93
$49K 0.03%
500
94
$41.4K 0.03%
3,500
95
$36.6K 0.02%
400
96
$33.4K 0.02%
1,000
97
$27.7K 0.02%
480
98
$25.7K 0.02%
1,000
99
$24.9K 0.02%
500
100
$18.9K 0.01%
2,000
1 2 3
4
5