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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.42M 1.06%
195,640
+2,200
27
$7.38M 1.06%
55,624
-873
28
$7.12M 1.02%
76,838
-1,194
29
$6.95M 1%
267,380
+6,560
30
$6.86M 0.98%
62,894
-3,965
31
$6.83M 0.98%
98,193
-7,178
32
$6.52M 0.94%
93,501
-11,467
33
$6.4M 0.92%
53,185
-567
34
$6.24M 0.9%
141,703
-241
35
$6.05M 0.87%
77,333
-26,442
36
$5.81M 0.83%
61,882
-7,414
37
$5.81M 0.83%
43,945
+907
38
$5.73M 0.82%
147,340
-19,020
39
$5.69M 0.82%
73,155
-2,867
40
$5.49M 0.79%
70,314
+25,104
41
$5.47M 0.78%
53,418
-3,357
42
$5.47M 0.78%
261,399
+2,747
43
$5.35M 0.77%
97,134
-2,272
44
$5.26M 0.75%
181,164
-21,468
45
$5.24M 0.75%
32,290
-5
46
$5.23M 0.75%
121,301
-4,664
47
$5.14M 0.74%
182,030
+17,416
48
$5.05M 0.72%
1,063,160
+133,864
49
$5.02M 0.72%
111,025
+27,542
50
$4.99M 0.72%
82,510
-12,763
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