BCFD

Boit C.F. David Portfolio holdings

AUM $225M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$558K
3
+$71.7K
4
TSLA icon
Tesla
TSLA
+$3.47K

Top Sells

1
+$581K
2
+$307K
3
+$268K
4
WEX icon
WEX
WEX
+$165K
5
MMM icon
3M
MMM
+$154K

Sector Composition

1 Technology 28.15%
2 Financials 22.93%
3 Healthcare 15.81%
4 Industrials 9.24%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62.6K 0.03%
500
102
$45.8K 0.02%
400
103
$41.7K 0.02%
1,539
104
$34.1K 0.02%
1,000
105
$31.2K 0.01%
320
106
$19.2K 0.01%
208
107
$18.3K 0.01%
1,574
108
$14.2K 0.01%
133
109
$8.54K ﹤0.01%
525
110
$4.45K ﹤0.01%
+10
111
– –
-500
112
– –
-2,000
113
– –
-3,600
114
– –
-3,500
115
– –
-1,000
116
– –
-500
1 2 3 4
5