BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.01%
3,934
-476
227
$227K 0.01%
+1,775
228
$221K 0.01%
1,115
-32
229
$215K 0.01%
1,380
-721
230
$214K 0.01%
+1,318
231
$212K 0.01%
3,020
232
$208K 0.01%
+3,488
233
$202K 0.01%
+2,154
234
$175K 0.01%
13,622
-7,680
235
$136K 0.01%
2,440
-1,377
236
– –
-1,351
237
– –
-4,695
238
– –
-39,530
239
– –
-2,997
240
– –
-6,000
6 7 8 9
10