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
$1.76B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$953K
3
+$891K
4
STE icon
Steris
STE
+$783K
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$777K

Top Sells

1
+$3.19M
2
+$2.04M
3
+$1.09M
4
JNJ icon
Johnson & Johnson
JNJ
+$994K
5
AAPL icon
Apple
AAPL
+$626K

Sector Composition

1 Technology 17.09%
2 Industrials 13.37%
3 Financials 12.81%
4 Healthcare 12.4%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,624
227
– –
-181,243
228
– –
-1,812
6 7 8 9
10