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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.9M 0.7%
145,120
-49,280
52
$4.9M 0.7%
73,566
+890
53
$4.88M 0.7%
54,282
-436
54
$4.76M 0.68%
130,415
-39,662
55
$4.76M 0.68%
19,227
-696
56
$4.73M 0.68%
69,557
-1,342
57
$4.68M 0.67%
41,304
+40
58
$4.63M 0.66%
100,089
+2,448
59
$4.34M 0.62%
43,284
+2,645
60
$4.27M 0.61%
58,764
-3,715
61
$4.24M 0.61%
52,052
-3,913
62
$4.23M 0.61%
87,047
-29,520
63
$4.02M 0.58%
41,476
-3,630
64
$3.95M 0.57%
31,022
-255
65
$3.95M 0.57%
113,767
+42,464
66
$3.92M 0.56%
33,463
+10,510
67
$3.89M 0.56%
109,744
-8,850
68
$3.8M 0.55%
20,634
-575
69
$3.78M 0.54%
28,088
+5,675
70
$3.66M 0.53%
60,845
-11,219
71
$3.6M 0.52%
30,484
-676
72
$3.55M 0.51%
40,402
-130
73
$3.49M 0.5%
26,434
-1,350
74
$3.4M 0.49%
36,613
+731
75
$3.37M 0.48%
28,609
-4,071
1 2
3
4 5