BCFD

Boit C.F. David Portfolio holdings

AUM $231M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
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
+$209K

Top Sells

1
+$193K
2
+$121K
3
+$87.2K
4
T icon
AT&T
T
+$64K
5
WBD icon
Warner Bros
WBD
+$30.2K

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
101
$17.4K 0.01%
320
102
$17.1K 0.01%
1,812
103
$12.1K 0.01%
2,000
104
$11.4K 0.01%
719
105
$9.67K 0.01%
360
106
$691 ﹤0.01%
32
107
– –
-1,200
1 2 3 4
5