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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.39M 0.29%
47,956
-1,076
77
$6.8M 0.27%
67,105
-4,959
78
$6.75M 0.26%
41,384
+29,493
79
$6.72M 0.26%
241,408
-63,454
80
$6.55M 0.26%
79,705
+3,071
81
$6.36M 0.25%
+19,533
82
$6.28M 0.25%
97,850
+220
83
$5.9M 0.23%
18,373
-325
84
$5.68M 0.22%
27,824
-313
85
$5.61M 0.22%
31,429
-992
86
$5.58M 0.22%
93,073
+25,251
87
$5.41M 0.21%
49,327
-14,503
88
$5.06M 0.2%
170,872
-44,653
89
$5.03M 0.2%
70,391
-836
90
$5M 0.2%
20,470
-1,627
91
$4.96M 0.19%
49,700
+68
92
$4.87M 0.19%
199,689
-5,736
93
$4.85M 0.19%
63,596
-15,485
94
$4.84M 0.19%
16,939
-4,636
95
$4.72M 0.18%
48,194
-1,302
96
$4.53M 0.18%
158,555
+2,114
97
$4.43M 0.17%
50,128
+1,323
98
$4.32M 0.17%
204,391
+8,507
99
$4.24M 0.17%
39,965
-8,617
100
$4.24M 0.17%
104,861
-2,257
2 3
4
5 6