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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.63%
61,008
-7,111
52
$10.7M 0.63%
105,190
-7,917
53
$10.6M 0.63%
39,273
-410
54
$10.5M 0.62%
134,432
-5,254
55
$10.2M 0.6%
120,475
+11,136
56
$10.1M 0.6%
102,257
-2,811
57
$9.98M 0.59%
423,306
-604
58
$9.81M 0.58%
69,232
-538
59
$9.72M 0.57%
116,761
-18,884
60
$9.36M 0.55%
223,332
+3,764
61
$9.32M 0.55%
106,846
+17,400
62
$9.15M 0.54%
210,942
+47,338
63
$9.11M 0.54%
125,305
-407
64
$8.87M 0.52%
63,822
+2,691
65
$8.37M 0.49%
126,895
+11,327
66
$8.19M 0.48%
135,760
+12,940
67
$8M 0.47%
36,634
+9,187
68
$7.97M 0.47%
+576,428
69
$7.5M 0.44%
241,489
+9,730
70
$7.43M 0.44%
98,377
+13,192
71
$7.42M 0.44%
101,805
-14,725
72
$7.29M 0.43%
46,770
-608
73
$7.21M 0.43%
39,197
74
$7.21M 0.43%
44,562
-1,482
75
$6.87M 0.41%
71,269
-1,137
1 2
3
4 5