BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
+9.73%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$3.35B
AUM Growth
+$212M
(+6.7%)
Cap. Flow
-$66M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
32.83%
Holding
337
New
11
Increased
79
Reduced
173
Closed
10
Top Buys
| 1 |
CRH
CRH
|
$24.8M |
| 2 |
Morningstar
MORN
|
$19.7M |
| 3 |
CACI
CACI
|
$12M |
| 4 |
FirstService
FSV
|
$9.08M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$3.04M |
Top Sells
| 1 |
Fair Isaac
FICO
|
$21.8M |
| 2 |
Moody's
MCO
|
$20M |
| 3 |
Pfizer
PFE
|
$15.1M |
| 4 |
Blackrock
BLK
|
$12.2M |
| 5 |
IDEX
IEX
|
$8.96M |
Sector Composition
| 1 | Technology | 25.15% |
| 2 | Industrials | 17.4% |
| 3 | Financials | 15.96% |
| 4 | Healthcare | 7.37% |
| 5 | Materials | 4.94% |
