BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.9M
3
+$13.4M
4
BR icon
Broadridge
BR
+$8.77M
5
LMT icon
Lockheed Martin
LMT
+$7.06M

Top Sells

1
+$17.9M
2
+$16.9M
3
+$11.1M
4
NVO icon
Novo Nordisk
NVO
+$8.86M
5
PEP icon
PepsiCo
PEP
+$8.78M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,378
227
– –
-10,300
228
– –
-4,695
229
– –
-5,145
230
– –
-10,826
6 7 8 9
10