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
$183M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$920K
2 +$409K
3 +$305K
4
ADBE icon
Adobe
ADBE
+$287K
5
SOLV icon
Solventum
SOLV
+$175K

Top Sells

1 +$1.34M
2 +$634K
3 +$582K
4
NVDA icon
NVIDIA
NVDA
+$435K
5
MSFT icon
Microsoft
MSFT
+$405K

Sector Composition

1 Technology 23.41%
2 Financials 22.32%
3 Healthcare 18.35%
4 Industrials 9.61%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,800
127
-2,000