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
$146M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$351K
2
+$148K
3
+$107K
4
INTU icon
Intuit
INTU
+$50.6K
5
LMT icon
Lockheed Martin
LMT
+$17.7K

Top Sells

1
+$164K
2
+$151K
3
+$97K
4
VZ icon
Verizon
VZ
+$84.5K
5
OGN icon
Organon & Co
OGN
+$61.6K

Sector Composition

1 Technology 22.21%
2 Financials 21.59%
3 Healthcare 19.91%
4 Energy 9.36%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.51K 0.01%
715
-4,685
102
$6.68K ﹤0.01%
867
103
$4.12K ﹤0.01%
2,000
104
– –
-32
105
– –
-650
106
– –
-320
1 2 3 4
5