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
$1.23B
AUM Growth
-$288K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.62M
3
+$4.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.18M
5
SRCL
Stericycle Inc
SRCL
+$2.78M

Top Sells

1
+$17.4M
2
+$8.08M
3
+$7.36M
4
COP icon
ConocoPhillips
COP
+$4.75M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.56M

Sector Composition

1 Healthcare 17.04%
2 Technology 12.13%
3 Consumer Staples 10.59%
4 Industrials 9.89%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.92%
366,086
-9,353
27
$11.2M 0.91%
125,074
-1,987
28
$10.1M 0.82%
186,708
-7,458
29
$9.99M 0.81%
27,571
-375
30
$9.54M 0.78%
60,202
+6,302
31
$9.49M 0.77%
159,306
-5,988
32
$9.45M 0.77%
187,358
-4,625
33
$9.43M 0.77%
87,082
+4,621
34
$9.23M 0.75%
1,378,912
+168,024
35
$9.1M 0.74%
78,443
+1,211
36
$9.05M 0.74%
73,480
+688
37
$8.94M 0.73%
85,484
+40,738
38
$8.93M 0.73%
94,795
+6,593
39
$8.92M 0.73%
74,435
-1,841
40
$8.87M 0.72%
50,554
-866
41
$8.73M 0.71%
209,391
-3,127
42
$8.71M 0.71%
160,762
-13,924
43
$8.65M 0.71%
134,605
-2,748
44
$8.65M 0.71%
137,141
-14,643
45
$8.48M 0.69%
125,115
+1,187
46
$8.39M 0.68%
274,404
-2,480
47
$8.37M 0.68%
+96,547
48
$8.34M 0.68%
74,502
-1,385
49
$8.32M 0.68%
214,020
+6,540
50
$8.07M 0.66%
175,778
+25,615
1
2
3 4 5