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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 1.04%
77,509
+6,580
27
$7.72M 1.02%
88,206
+1,345
28
$7.65M 1.01%
105,306
-6,285
29
$7.43M 0.98%
64,554
+914
30
$7.34M 0.97%
88,497
-114
31
$7.04M 0.93%
122,237
-3,566
32
$6.89M 0.91%
152,037
+2,713
33
$6.76M 0.89%
204,338
+15,510
34
$6.75M 0.89%
127,582
+9,131
35
$6.71M 0.89%
127,468
+23,020
36
$6.55M 0.86%
141,903
-9,636
37
$6.33M 0.83%
62,812
-1,040
38
$6.32M 0.83%
112,766
-34,730
39
$6.26M 0.83%
67,956
-17
40
$6.2M 0.82%
90,938
+10,280
41
$6.19M 0.82%
79,369
+11,366
42
$6.15M 0.81%
151,844
+6,324
43
$6.09M 0.8%
237,760
-4,304
44
$6M 0.79%
45,918
-2,087
45
$5.83M 0.77%
119,291
+18,286
46
$5.66M 0.75%
67,355
-2,640
47
$5.59M 0.74%
144,070
-2,362
48
$5.39M 0.71%
233,460
-6,730
49
$5.16M 0.68%
180,275
-88,955
50
$5.14M 0.68%
105,046
+1,052
1
2
3 4 5