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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.86M 0.41%
48,621
-1,240
77
$6.83M 0.4%
86,750
+19,723
78
$6.8M 0.4%
100,083
-2,174
79
$6.67M 0.39%
70,552
+4,345
80
$6.6M 0.39%
30,816
+3,621
81
$6.42M 0.38%
75,719
-10,194
82
$5.81M 0.34%
75,831
-3,775
83
$5.74M 0.34%
19,744
+822
84
$5.28M 0.31%
364,252
+7,180
85
$5.04M 0.3%
34,677
-1,952
86
$4.96M 0.29%
+16,936
87
$4.89M 0.29%
72,274
+7,319
88
$4.71M 0.28%
22,707
+2,030
89
$4.64M 0.27%
41,879
-4,315
90
$4.56M 0.27%
93,779
+20,205
91
$4.28M 0.25%
58,375
-735
92
$4.21M 0.25%
23,701
-472
93
$4.12M 0.24%
46,833
-2,091
94
$4.05M 0.24%
16,606
-462
95
$3.75M 0.22%
23,328
-1,476
96
$3.42M 0.2%
86,550
-2,480
97
$3.37M 0.2%
64,048
-3,738
98
$3.32M 0.2%
42,155
-2,216
99
$3.24M 0.19%
41,069
-27,255
100
$3.2M 0.19%
67,739
+4,102
2 3
4
5 6