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
276
$278K 0.01%
+3,641
277
$277K 0.01%
3,878
278
$275K 0.01%
3,038
-754
279
$271K 0.01%
5,967
-3,502
280
$268K 0.01%
5,523
-577
281
$265K 0.01%
1,984
+79
282
$262K 0.01%
+2,844
283
$260K 0.01%
3,102
-1,046
284
$258K 0.01%
+879
285
$255K 0.01%
2,221
286
$254K 0.01%
1,924
-1,400
287
$253K 0.01%
1,599
288
$245K 0.01%
1,961
-68
289
$244K 0.01%
13,450
290
$243K 0.01%
4,600
291
$238K 0.01%
1,439
+42
292
$235K 0.01%
4,090
-240
293
$221K 0.01%
1,725
-15
294
$219K 0.01%
1,500
-2,520
295
$217K 0.01%
+760
296
$216K 0.01%
+467
297
$214K 0.01%
14,265
-1,770
298
$211K 0.01%
2,057
-20
299
$210K 0.01%
+2,777
300
$208K 0.01%
26,562
10 11
12
13 14