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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.39%
26,921
+1,160
77
$2.7M 0.37%
46,989
-7,155
78
$2.69M 0.37%
33,347
+5,417
79
$2.68M 0.37%
56,441
+4,370
80
$2.68M 0.37%
77,748
+2,600
81
$2.65M 0.36%
51,155
+3,200
82
$2.62M 0.36%
33,385
-520
83
$2.6M 0.36%
130,660
+10,460
84
$2.53M 0.35%
131,816
+6,049
85
$2.45M 0.34%
67,960
-355
86
$2.39M 0.33%
58,159
-2,360
87
$2.39M 0.33%
21,433
+675
88
$2.31M 0.32%
31,432
89
$2.3M 0.32%
25,329
-1,206
90
$2.27M 0.31%
70,167
+2,699
91
$2.26M 0.31%
26,330
+5,678
92
$2.25M 0.31%
51,430
+8,755
93
$2.25M 0.31%
21,089
+1,331
94
$2.23M 0.31%
19,206
+238
95
$2.21M 0.3%
69,204
+2,030
96
$2.19M 0.3%
35,666
-740
97
$2.12M 0.29%
73,780
+3,315
98
$2.1M 0.29%
35,210
+8,865
99
$2.07M 0.28%
79,008
-231
100
$2.05M 0.28%
23,400
2 3
4
5 6