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
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.78M
3
+$2.67M
4
CMCSA icon
Comcast
CMCSA
+$1.2M
5
CCOI icon
Cogent Communications
CCOI
+$779K

Top Sells

1
+$15.2M
2
+$7.38M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$2.21M
5
ORCL icon
Oracle
ORCL
+$1.83M

Sector Composition

1 Healthcare 23.85%
2 Technology 13.32%
3 Consumer Staples 11.77%
4 Industrials 10.94%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.74%
17,799
-1,428
52
$4.86M 0.73%
50,893
-3,389
53
$4.75M 0.71%
175,328
-5,836
54
$4.72M 0.71%
31,480
-810
55
$4.69M 0.7%
57,014
-1,750
56
$4.69M 0.7%
67,639
-1,918
57
$4.68M 0.7%
74,286
-8,224
58
$4.68M 0.7%
58,778
-18,555
59
$4.55M 0.68%
153,460
+8,340
60
$4.39M 0.66%
50,192
-1,860
61
$4.36M 0.66%
+36,612
62
$4.29M 0.64%
109,580
-164
63
$4.17M 0.63%
40,767
-709
64
$3.98M 0.6%
201,415
-59,984
65
$3.95M 0.59%
40,295
-107
66
$3.92M 0.59%
36,525
-88
67
$3.85M 0.58%
28,582
-2,440
68
$3.75M 0.56%
29,880
-604
69
$3.75M 0.56%
19,720
-914
70
$3.61M 0.54%
25,474
-960
71
$3.6M 0.54%
27,939
-670
72
$3.51M 0.53%
85,780
-44,635
73
$3.5M 0.53%
70,292
-2,160
74
$3.39M 0.51%
73,129
-3,010
75
$3.28M 0.49%
26,324
+250
1 2
3
4 5