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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.29%
42,279
-653
102
$2.16M 0.28%
36,825
-490
103
$2.15M 0.28%
23,400
104
$2.15M 0.28%
56,926
+1,746
105
$2.1M 0.28%
78,426
+32,196
106
$2.1M 0.28%
46,305
+1,520
107
$2.1M 0.28%
129,320
-11,660
108
$2.09M 0.28%
8,208
+65
109
$2.02M 0.27%
15,734
-280
110
$1.95M 0.26%
51,990
-14,750
111
$1.91M 0.25%
76,766
-2,990
112
$1.86M 0.25%
49,199
-2,876
113
$1.79M 0.24%
60,265
-15,420
114
$1.78M 0.24%
48,869
-8,380
115
$1.74M 0.23%
23,403
-780
116
$1.73M 0.23%
64,578
+1,556
117
$1.72M 0.23%
39,789
+97
118
$1.69M 0.22%
15,205
-20
119
$1.69M 0.22%
24,900
-295
120
$1.65M 0.22%
45,354
+3,585
121
$1.61M 0.21%
104,803
+823
122
$1.55M 0.2%
39,578
-50
123
$1.54M 0.2%
46,153
-6,646
124
$1.53M 0.2%
61,224
-9,060
125
$1.49M 0.2%
20,300
-1,115
3 4
5
6 7