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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.58%
65,808
-533
52
$14.8M 0.58%
142,330
-3,552
53
$14.4M 0.56%
64,333
-6,192
54
$14.3M 0.56%
104,252
-566
55
$13.8M 0.54%
33,675
-1,151
56
$13.2M 0.52%
59,468
+560
57
$13M 0.51%
56,413
-596
58
$11.8M 0.46%
65,359
+9,614
59
$11.5M 0.45%
118,909
-1,597
60
$11.1M 0.43%
19,177
-1,125
61
$11M 0.43%
73,652
-2,548
62
$10.3M 0.4%
33,275
-5,990
63
$9.73M 0.38%
1,036,640
+1,420
64
$9.6M 0.38%
152,288
+778
65
$9.39M 0.37%
121,829
-10,422
66
$8.95M 0.35%
68,700
+3,866
67
$8.6M 0.34%
372,387
+17,925
68
$8.32M 0.33%
37,371
-3,877
69
$8.27M 0.32%
183,034
-5,093
70
$8.25M 0.32%
21,409
-2,962
71
$8.17M 0.32%
76,814
-3,450
72
$8.17M 0.32%
17,282
-381
73
$8.14M 0.32%
44,633
+4,667
74
$7.79M 0.3%
26,280
+14,490
75
$7.67M 0.3%
16,730
+200
1 2
3
4 5