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
$140M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$112K
2
+$10.6K
3
+$9.36K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9K

Top Sells

1
+$31.4K
2
+$14.5K
3
+$4K
4
KD icon
Kyndryl
KD
+$3K
5
EMBC icon
Embecta
EMBC
+$632

Sector Composition

1 Healthcare 22.98%
2 Financials 22.06%
3 Technology 18.33%
4 Consumer Staples 9.17%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.7K 0.01%
360
102
$17.5K 0.01%
2,000
103
$12.1K 0.01%
719
104
$11.5K 0.01%
1,034
105
$10.5K 0.01%
1,000
106
$9.46K 0.01%
2,000
107
$2.71K ﹤0.01%
107
-25
108
– –
-400
109
– –
-94
1 2 3 4
5