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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$507K 0.02%
19,078
+5,665
227
$504K 0.02%
3,262
228
$493K 0.02%
5,111
-33
229
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5,606
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230
$486K 0.02%
3,930
231
$457K 0.02%
8,723
-216
232
$452K 0.02%
4,827
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233
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8,215
234
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2,091
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235
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236
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9,445
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237
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2,281
238
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239
$424K 0.02%
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240
$422K 0.02%
4,335
241
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242
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243
$418K 0.02%
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244
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245
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14,000
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246
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4,800
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247
$396K 0.02%
3,606
248
$393K 0.02%
3,476
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249
$387K 0.02%
1,182
-187
250
$377K 0.01%
2,933
8 9
10
11 12