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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.29%
44,641
+2,362
102
$2.2M 0.29%
35,475
-3,389
103
$2.18M 0.29%
135,020
+5,700
104
$2.12M 0.28%
23,400
105
$2.09M 0.27%
48,658
-211
106
$2.09M 0.27%
12,670
-1,490
107
$2.05M 0.27%
36,665
-160
108
$1.91M 0.25%
75,856
-910
109
$1.86M 0.24%
108,903
+4,100
110
$1.84M 0.24%
16,000
+795
111
$1.8M 0.24%
47,069
+1,715
112
$1.8M 0.24%
28,158
+4,125
113
$1.79M 0.23%
47,451
-1,748
114
$1.78M 0.23%
26,800
+1,900
115
$1.69M 0.22%
63,360
-1,218
116
$1.68M 0.22%
14,424
-1,310
117
$1.63M 0.21%
22,060
+1,760
118
$1.59M 0.21%
39,578
119
$1.59M 0.21%
43,964
-12,962
120
$1.58M 0.21%
45,579
+1,986
121
$1.55M 0.2%
43,224
+3,435
122
$1.55M 0.2%
40,870
-11,120
123
$1.54M 0.2%
60,375
-849
124
$1.52M 0.2%
22,382
-631
125
$1.5M 0.2%
38,630
+1,530
3 4
5
6 7