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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$8.27M
2 +$7.97M
3 +$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1 +$9.01M
2 +$6.96M
3 +$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,146
252
$0 ﹤0.01%
+22,600
253
-8,040