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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.28%
57,249
-910
102
$2.06M 0.28%
42,932
+831
103
$2.06M 0.28%
8,143
+1,001
104
$2.05M 0.27%
24,755
-1,575
105
$2M 0.27%
37,315
+4,575
106
$1.99M 0.27%
52,075
+8,426
107
$1.98M 0.26%
16,014
-3,192
108
$1.97M 0.26%
44,785
+5,627
109
$1.96M 0.26%
30,004
+693
110
$1.96M 0.26%
23,400
111
$1.95M 0.26%
55,180
+7,538
112
$1.94M 0.26%
52,799
-74,768
113
$1.89M 0.25%
75,685
+1,905
114
$1.79M 0.24%
70,284
-8,724
115
$1.79M 0.24%
103,980
+3,000
116
$1.79M 0.24%
79,756
-5,349
117
$1.72M 0.23%
+22,694
118
$1.67M 0.22%
63,022
+3,265
119
$1.67M 0.22%
62,830
+1,200
120
$1.64M 0.22%
15,225
-75
121
$1.6M 0.21%
21,415
-265
122
$1.6M 0.21%
24,183
-1,735
123
$1.58M 0.21%
45,462
+1,130
124
$1.56M 0.21%
39,692
+739
125
$1.56M 0.21%
25,195
-10,015
3 4
5
6 7