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
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$969K
3
+$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.27%
44,229
-4,684
102
$1.78M 0.27%
42,675
+3,295
103
$1.77M 0.27%
35,446
+977
104
$1.76M 0.26%
20,652
-400
105
$1.69M 0.25%
26,998
-231
106
$1.67M 0.25%
43,059
-1,062
107
$1.65M 0.25%
6,289
+55
108
$1.62M 0.24%
28,572
-2,723
109
$1.61M 0.24%
43,168
+2,506
110
$1.57M 0.24%
29,570
+360
111
$1.54M 0.23%
26,345
+5,080
112
$1.53M 0.23%
32,825
+1,963
113
$1.52M 0.23%
14,296
+469
114
$1.52M 0.23%
15,350
-360
115
$1.47M 0.22%
45,246
-13,194
116
$1.46M 0.22%
20,544
-785
117
$1.4M 0.21%
19,613
+235
118
$1.4M 0.21%
26,018
-725
119
$1.37M 0.21%
60,630
-11,530
120
$1.35M 0.2%
24,261
121
$1.33M 0.2%
38,586
-444
122
$1.31M 0.2%
95,315
+4,000
123
$1.31M 0.2%
55,834
+140
124
$1.28M 0.19%
28,688
-5,355
125
$1.24M 0.19%
48,165
-1,490
3 4
5
6 7