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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.65%
52,264
-10,548
52
$4.68M 0.61%
68,686
+4,616
53
$4.58M 0.6%
73,505
+1,266
54
$4.53M 0.59%
32,253
+2,751
55
$4.37M 0.57%
42,375
+490
56
$4.35M 0.57%
102,022
-3,622
57
$4.35M 0.57%
73,059
+3,814
58
$4.29M 0.56%
38,101
+2,936
59
$4.23M 0.55%
121,422
-13,873
60
$4.22M 0.55%
114,831
+33,002
61
$4.21M 0.55%
64,271
+747
62
$4.2M 0.55%
30,366
-4,885
63
$4.16M 0.55%
37,846
+2,341
64
$4.12M 0.54%
79,533
-5,603
65
$4.04M 0.53%
64,411
-511
66
$3.94M 0.52%
56,870
+23,305
67
$3.9M 0.51%
102,372
+5,881
68
$3.87M 0.51%
42,198
+885
69
$3.81M 0.5%
55,016
+2,153
70
$3.67M 0.48%
39,189
+8,955
71
$3.53M 0.46%
21,281
+397
72
$3.51M 0.46%
118,774
+27,110
73
$3.48M 0.46%
41,792
+3,290
74
$3.37M 0.44%
115,576
+7,630
75
$3.32M 0.44%
48,228
-13,682
1 2
3
4 5