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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.9M 1.21%
161,599
+6,675
27
$30M 1.17%
224,594
+7,904
28
$29.2M 1.14%
95,447
-9,017
29
$28.9M 1.13%
204,768
-1,709
30
$27.8M 1.09%
78,267
-1,012
31
$27.4M 1.07%
110,611
-1,403
32
$26.6M 1.04%
531,640
+4,045
33
$25.1M 0.98%
187,321
-8,293
34
$23M 0.9%
169,229
-3,279
35
$22.6M 0.88%
306,057
+32,213
36
$22M 0.86%
53,503
-124
37
$20.8M 0.81%
201,226
-26,533
38
$20.7M 0.81%
66,997
-1,878
39
$19.4M 0.76%
382,985
+30,404
40
$18.8M 0.73%
331,650
+690
41
$18.7M 0.73%
331,379
-27,930
42
$17.6M 0.69%
39,978
-1,061
43
$17.4M 0.68%
+90,700
44
$17.3M 0.68%
25,818
-578
45
$17.2M 0.67%
111,245
-3,486
46
$17M 0.67%
57,670
-923
47
$16.5M 0.64%
359,319
+8,956
48
$16.3M 0.64%
529,159
+34,729
49
$16.2M 0.63%
156,040
-13,474
50
$16.2M 0.63%
93,796
+3,205
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