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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.28%
42,101
+6,655
102
$1.95M 0.27%
30,297
+1,725
103
$1.94M 0.27%
29,311
+774
104
$1.91M 0.26%
85,105
-42,976
105
$1.9M 0.26%
+23,815
106
$1.88M 0.26%
31,403
+22,075
107
$1.87M 0.26%
43,649
+590
108
$1.84M 0.25%
19,175
+15,848
109
$1.82M 0.25%
7,142
+853
110
$1.81M 0.25%
21,680
+8,170
111
$1.72M 0.24%
32,740
+3,170
112
$1.72M 0.24%
22,868
+3,255
113
$1.72M 0.24%
26,598
-400
114
$1.62M 0.22%
20,179
-365
115
$1.61M 0.22%
39,158
+14,397
116
$1.59M 0.22%
15,300
-50
117
$1.59M 0.22%
59,757
-26,827
118
$1.58M 0.22%
44,332
-914
119
$1.58M 0.22%
47,642
+4,474
120
$1.57M 0.22%
38,889
-5,340
121
$1.57M 0.22%
100,980
+5,665
122
$1.55M 0.21%
38,953
+367
123
$1.51M 0.21%
24,540
+279
124
$1.49M 0.2%
25,918
-100
125
$1.47M 0.2%
61,630
+1,000
3 4
5
6 7