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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.32M 0.48%
23,406
-4,542
77
$3.27M 0.47%
76,139
-7,076
78
$3.26M 0.47%
26,074
+1,440
79
$3.18M 0.46%
92,251
-8,391
80
$3.15M 0.45%
46,341
-19,950
81
$3.1M 0.44%
72,452
-70
82
$2.99M 0.43%
39,577
-2,911
83
$2.94M 0.42%
25,660
+585
84
$2.91M 0.42%
42,265
-2,790
85
$2.83M 0.41%
25,161
+723
86
$2.73M 0.39%
3,673
+307
87
$2.65M 0.38%
26,850
-11,495
88
$2.61M 0.37%
87,216
+7,164
89
$2.51M 0.36%
28,691
+2,256
90
$2.37M 0.34%
52,558
+9,131
91
$2.31M 0.33%
24,290
+1,169
92
$2.31M 0.33%
23,682
+280
93
$2.3M 0.33%
11,291
-1,073
94
$2.2M 0.32%
89,527
+24,727
95
$2.19M 0.31%
28,530
-2,726
96
$2.12M 0.3%
126,091
-2,483
97
$2.05M 0.29%
10,140
-6,686
98
$2.05M 0.29%
10,782
-3,540
99
$2M 0.29%
73,825
-703
100
$1.96M 0.28%
14,885
-3,418
2 3
4
5 6