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
$666M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.78M
3
+$2.67M
4
CMCSA icon
Comcast
CMCSA
+$1.2M
5
CCOI icon
Cogent Communications
CCOI
+$779K

Top Sells

1
+$15.2M
2
+$7.38M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$2.21M
5
ORCL icon
Oracle
ORCL
+$1.83M

Sector Composition

1 Healthcare 23.85%
2 Technology 13.32%
3 Consumer Staples 11.77%
4 Industrials 10.94%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.11M 0.47%
21,958
-1,448
77
$3.05M 0.46%
57,555
-3,290
78
$3.03M 0.46%
3,803
+130
79
$3.01M 0.45%
36,140
-3,437
80
$3M 0.45%
26,895
+1,235
81
$2.89M 0.43%
42,008
-4,333
82
$2.78M 0.42%
25,130
-31
83
$2.76M 0.42%
56,621
+4,063
84
$2.71M 0.41%
83,865
-8,386
85
$2.71M 0.41%
85,896
-1,320
86
$2.62M 0.39%
42,612
-55,581
87
$2.61M 0.39%
40,840
-1,425
88
$2.59M 0.39%
29,253
+562
89
$2.57M 0.39%
55,215
-31,832
90
$2.43M 0.36%
22,882
+2,281
91
$2.24M 0.34%
23,662
-20
92
$2.21M 0.33%
99,296
+9,769
93
$2.2M 0.33%
25,976
+6,995
94
$2.09M 0.31%
23,840
-3,010
95
$2.09M 0.31%
16,540
+4,016
96
$2.06M 0.31%
10,016
-1,275
97
$2.03M 0.3%
71,273
-2,552
98
$1.99M 0.3%
23,560
-730
99
$1.96M 0.29%
13,537
-1,348
100
$1.88M 0.28%
31,071
+2,687
2 3
4
5 6