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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3M 0.4%
23,991
-517
77
$2.98M 0.4%
36,376
+1,542
78
$2.95M 0.39%
56,771
+1,615
79
$2.83M 0.38%
46,066
-923
80
$2.77M 0.37%
91,334
+22,130
81
$2.73M 0.36%
138,942
+7,126
82
$2.62M 0.35%
39,916
+4,250
83
$2.56M 0.34%
71,246
-6,502
84
$2.49M 0.33%
54,645
+3,215
85
$2.48M 0.33%
25,463
-1,458
86
$2.47M 0.33%
20,507
-926
87
$2.45M 0.33%
59,743
-20,895
88
$2.44M 0.33%
74,542
+4,375
89
$2.41M 0.32%
30,410
-2,975
90
$2.41M 0.32%
66,740
-1,220
91
$2.41M 0.32%
32,562
-785
92
$2.38M 0.32%
33,688
+14,947
93
$2.38M 0.32%
26,190
+13,415
94
$2.37M 0.32%
22,549
+1,460
95
$2.37M 0.32%
140,980
+10,320
96
$2.34M 0.31%
33,597
+2,165
97
$2.21M 0.3%
27,012
+4,144
98
$2.2M 0.29%
22,289
-3,040
99
$2.15M 0.29%
32,765
+1,362
100
$2.14M 0.29%
26,105
+2,290
2 3
4
5 6