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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.29M 0.43%
35,075
+7,855
77
$3.22M 0.42%
46,659
-1,070
78
$3.21M 0.42%
22,735
-165
79
$3.16M 0.41%
53,613
-277
80
$3.13M 0.41%
67,932
-2,875
81
$3.06M 0.4%
46,046
+609
82
$2.89M 0.38%
35,745
-298
83
$2.86M 0.38%
30,686
-2,501
84
$2.84M 0.37%
44,050
+1,074
85
$2.82M 0.37%
84,428
-2,170
86
$2.82M 0.37%
29,815
-660
87
$2.82M 0.37%
55,020
-1,741
88
$2.79M 0.37%
58,160
+680
89
$2.73M 0.36%
34,970
+3,145
90
$2.69M 0.35%
22,134
+1,735
91
$2.65M 0.35%
130,355
+20,889
92
$2.65M 0.35%
36,815
-1,235
93
$2.64M 0.35%
98,154
+19,728
94
$2.63M 0.35%
32,133
+4,978
95
$2.6M 0.34%
23,420
-69
96
$2.45M 0.32%
9,752
+1,544
97
$2.34M 0.31%
27,113
-300
98
$2.33M 0.31%
53,365
+7,060
99
$2.33M 0.31%
30,324
-195
100
$2.33M 0.31%
55,963
-2,980
2 3
4
5 6