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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$969K
3
+$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.14M 0.62%
66,451
-961
52
$4.12M 0.62%
34,256
+1,008
53
$4.09M 0.61%
45,305
-584
54
$4.04M 0.61%
238,470
+2,480
55
$3.91M 0.59%
69,271
-1,074
56
$3.72M 0.56%
53,438
+13,923
57
$3.69M 0.56%
35,397
+7,435
58
$3.67M 0.55%
78,640
-7,636
59
$3.65M 0.55%
32,624
+2,415
60
$3.52M 0.53%
73,912
-3,356
61
$3.46M 0.52%
72,536
+3,404
62
$3.43M 0.52%
26,991
+346
63
$3.42M 0.51%
83,818
-1,210
64
$3.37M 0.51%
64,157
+2,535
65
$3.27M 0.49%
20,383
+350
66
$3.26M 0.49%
98,410
+12,610
67
$3.17M 0.48%
41,777
-1,065
68
$3M 0.45%
128,081
-12,123
69
$2.98M 0.45%
44,034
-2,245
70
$2.96M 0.44%
34,134
+3,050
71
$2.92M 0.44%
30,956
+5,853
72
$2.88M 0.43%
54,144
-1,700
73
$2.65M 0.4%
23,340
-8,460
74
$2.58M 0.39%
60,519
+8,460
75
$2.55M 0.38%
82,200
+4,160
1 2
3
4 5