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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.38M 1.01%
126,194
+1,122
27
$7.35M 1.01%
75,771
-7,068
28
$7.33M 1.01%
87,227
-513
29
$7.18M 0.98%
191,708
+23,822
30
$7.14M 0.98%
266,905
-14,890
31
$6.94M 0.95%
92,374
+119
32
$6.69M 0.92%
64,683
+1,630
33
$6.63M 0.91%
138,727
+3,036
34
$6.51M 0.89%
67,377
+1,395
35
$6.43M 0.88%
70,835
+321
36
$6.28M 0.86%
151,274
+1,015
37
$5.91M 0.81%
130,212
+3,297
38
$5.9M 0.81%
47,205
+1,757
39
$5.7M 0.78%
138,443
-6,708
40
$5.47M 0.75%
139,112
+2,380
41
$5.45M 0.75%
57,959
+1,978
42
$5.44M 0.75%
73,155
-2,065
43
$5.29M 0.73%
101,893
+7,764
44
$5.28M 0.72%
246,708
-5,900
45
$5.11M 0.7%
127,567
-1,158
46
$5.01M 0.69%
76,909
+2,765
47
$5M 0.69%
121,037
-1,525
48
$4.97M 0.68%
129,806
+31,396
49
$4.91M 0.67%
65,205
+11,767
50
$4.86M 0.67%
89,427
-491
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