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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 1.03%
65,352
-1,087
27
$7.79M 1.02%
78,636
+5,389
28
$7.74M 1.01%
149,147
-5,991
29
$7.7M 1.01%
42,439
-3,152
30
$7.29M 0.96%
86,418
-1,788
31
$7.29M 0.96%
193,014
-11,324
32
$7.26M 0.95%
120,520
-1,717
33
$7.01M 0.92%
105,511
+205
34
$6.98M 0.92%
166,591
+14,554
35
$6.76M 0.89%
132,408
+4,826
36
$6.74M 0.88%
147,233
+5,330
37
$6.52M 0.86%
50,572
+12,534
38
$6.4M 0.84%
83,163
+3,794
39
$6.38M 0.84%
166,719
+14,875
40
$6.33M 0.83%
141,810
-2,260
41
$6.06M 0.79%
66,556
-1,400
42
$5.78M 0.76%
110,914
-1,852
43
$5.57M 0.73%
124,464
+5,173
44
$5.57M 0.73%
237,160
-600
45
$5.49M 0.72%
230,710
-2,750
46
$5.47M 0.72%
64,953
-2,402
47
$5.25M 0.69%
104,973
-73
48
$5.22M 0.68%
43,727
-2,191
49
$5.21M 0.68%
79,883
-11,055
50
$5.04M 0.66%
184,100
+3,825
1
2
3 4 5