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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.42%
45,437
-556
77
$3.1M 0.41%
42,976
+3,060
78
$3.1M 0.41%
86,598
+15,352
79
$3.04M 0.4%
36,043
-5,970
80
$2.96M 0.39%
81,829
+7,287
81
$2.85M 0.38%
38,050
+4,362
82
$2.75M 0.36%
56,761
-10
83
$2.74M 0.36%
27,220
+2,465
84
$2.73M 0.36%
57,480
+2,835
85
$2.73M 0.36%
33,187
+625
86
$2.72M 0.36%
30,234
+4,129
87
$2.7M 0.36%
23,489
+940
88
$2.67M 0.35%
30,475
+65
89
$2.58M 0.34%
31,825
+9,131
90
$2.55M 0.34%
58,943
-800
91
$2.48M 0.33%
38,864
-7,202
92
$2.46M 0.32%
27,155
+965
93
$2.45M 0.32%
23,857
-1,606
94
$2.44M 0.32%
91,664
+330
95
$2.43M 0.32%
33,565
+800
96
$2.41M 0.32%
20,399
-108
97
$2.27M 0.3%
14,160
+6,225
98
$2.24M 0.3%
27,413
+401
99
$2.19M 0.29%
109,466
-29,476
100
$2.19M 0.29%
30,519
+515
2 3
4
5 6