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
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$7.86M
3 +$6.7M
4
XOM icon
Exxon Mobil
XOM
+$6.43M
5
MRK icon
Merck
MRK
+$5.69M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.01%
2 Healthcare 20.27%
3 Technology 18.4%
4 Consumer Staples 9.25%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6K ﹤0.01%
+94