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
251
$373K 0.01%
8,494
252
$360K 0.01%
18,697
+3,832
253
$350K 0.01%
3,359
+495
254
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+7,491
255
$348K 0.01%
6,702
-300
256
$347K 0.01%
4,179
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257
$346K 0.01%
8,743
+2,455
258
$344K 0.01%
2,472
+223
259
$343K 0.01%
4,769
-5,635
260
$341K 0.01%
5,281
+247
261
$336K 0.01%
21,090
-4,026
262
$333K 0.01%
3,209
263
$330K 0.01%
8,696
264
$329K 0.01%
2,169
265
$326K 0.01%
3,545
+178
266
$323K 0.01%
6,283
-2,649
267
$316K 0.01%
951
268
$315K 0.01%
3,172
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269
$314K 0.01%
3,456
-24
270
$306K 0.01%
1,552
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271
$305K 0.01%
2,632
272
$289K 0.01%
8,989
-440
273
$286K 0.01%
1,702
-20
274
$286K 0.01%
5,854
275
$282K 0.01%
2,972
+52
9 10
11
12 13