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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.28%
20,601
+10,208
102
$1.73M 0.25%
11,850
103
$1.71M 0.25%
20,088
-1,062
104
$1.71M 0.25%
74,348
-58,726
105
$1.63M 0.23%
24,047
-3,402
106
$1.57M 0.23%
+18,981
107
$1.55M 0.22%
28,384
+10,029
108
$1.51M 0.22%
+12,524
109
$1.5M 0.21%
25,466
+4,820
110
$1.49M 0.21%
57,128
-2,032
111
$1.4M 0.2%
43,053
-1,150
112
$1.38M 0.2%
33,741
-390
113
$1.38M 0.2%
20,755
114
$1.35M 0.19%
14,040
+35
115
$1.35M 0.19%
90,374
-63,233
116
$1.29M 0.18%
27,520
-9,325
117
$1.23M 0.18%
21,519
-300
118
$1.19M 0.17%
58,026
+3,120
119
$1.14M 0.16%
27,326
-15,352
120
$1.14M 0.16%
9,159
+1,017
121
$1.1M 0.16%
13,754
-12,900
122
$1.09M 0.16%
13,489
+2,380
123
$1.03M 0.15%
15,480
-866
124
$989K 0.14%
22,004
-4,752
125
$889K 0.13%
11,528
-1,033
3 4
5
6 7