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

Top Buys

1
+$299K
2
+$140K
3
+$99.2K
4
INTU icon
Intuit
INTU
+$51.8K
5
LMT icon
Lockheed Martin
LMT
+$16.3K

Top Sells

1
+$153K
2
+$151K
3
+$92.3K
4
VZ icon
Verizon
VZ
+$79.4K
5
EW icon
Edwards Lifesciences
EW
+$61.3K

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