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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 1.1%
193,352
+11,300
27
$18.4M 1.09%
139,643
+2,887
28
$17.9M 1.06%
41,410
+3,542
29
$17.7M 1.05%
77,514
+4,870
30
$17.6M 1.04%
116,925
-1,753
31
$17.3M 1.02%
101,455
+6,817
32
$16.8M 0.99%
100,352
+3,237
33
$16.5M 0.97%
229,106
-5,877
34
$16M 0.94%
396,440
+89,020
35
$15.9M 0.94%
33,837
+2,608
36
$14.8M 0.88%
58,191
+1,675
37
$14.3M 0.84%
89,342
+3,103
38
$14.3M 0.84%
128,440
+16,820
39
$14.3M 0.84%
124,940
+6,011
40
$14.2M 0.84%
84,358
-2,451
41
$14.1M 0.83%
87,846
-23,946
42
$13.9M 0.82%
140,947
-69
43
$13.8M 0.82%
232,040
+31,560
44
$13.5M 0.8%
446,247
-12,566
45
$13.5M 0.79%
126,699
+10,101
46
$13.3M 0.79%
156,349
-7,977
47
$13.2M 0.78%
38,286
+6,440
48
$12.5M 0.74%
170,487
+30,956
49
$11.8M 0.7%
105,754
-3,207
50
$11.2M 0.66%
296,232
+26,667
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