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
101
$19K 0.02%
+1,000
102
$18K 0.01%
+500
103
$18K 0.01%
+360
104
$15K 0.01%
+2,000
105
$14K 0.01%
+719
106
$9K 0.01%
+1,034
107
$4K ﹤0.01%
+132
108
$4K ﹤0.01%
+94
109
$3K ﹤0.01%
+400