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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.09M 0.67%
64,070
-1,024
52
$5.05M 0.67%
38,038
+215
53
$4.97M 0.66%
85,136
-1,259
54
$4.53M 0.6%
72,239
-234
55
$4.47M 0.59%
105,644
-7,526
56
$4.47M 0.59%
41,885
-2,183
57
$4.46M 0.59%
35,251
+11,260
58
$4.41M 0.58%
61,910
-8,725
59
$4.39M 0.58%
35,165
-757
60
$4.33M 0.57%
63,524
+2,575
61
$4.18M 0.55%
135,295
-15,995
62
$3.91M 0.52%
35,505
-1,519
63
$3.76M 0.5%
64,922
-1,075
64
$3.73M 0.49%
96,491
+26,982
65
$3.58M 0.47%
20,884
-148
66
$3.57M 0.47%
69,245
-4,472
67
$3.54M 0.47%
52,863
-4,012
68
$3.49M 0.46%
29,502
-7,587
69
$3.49M 0.46%
70,807
-700
70
$3.41M 0.45%
47,729
-87
71
$3.36M 0.44%
107,946
-1,450
72
$3.35M 0.44%
41,313
-3,835
73
$3.26M 0.43%
22,900
-829
74
$3.25M 0.43%
38,502
+2,126
75
$3.24M 0.43%
53,890
-635
1 2
3
4 5