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
301
$202K 0.01%
2,899
-7,966
302
$201K 0.01%
+3,134
303
$72.8K ﹤0.01%
15,500
304
$50.2K ﹤0.01%
10,000
305
$40.6K ﹤0.01%
107,659
306
$8.97K ﹤0.01%
4
307
– –
-12,390
308
– –
-1,620
309
– –
-1,016
310
– –
-3,072
311
– –
-7,797
312
– –
-404
313
– –
-1,316
314
– –
-5,851
315
– –
-29,300
316
– –
-956
317
– –
-2,008
318
– –
-14,016
319
– –
-3,769
320
– –
-13,634
321
– –
-8,654
322
– –
-847
323
– –
-5,825
324
– –
-5,643
325
– –
-4,759
10 11 12
13
14