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
$1.23B
AUM Growth
-$288K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.62M
3
+$4.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.18M
5
SRCL
Stericycle Inc
SRCL
+$2.78M

Top Sells

1
+$17.4M
2
+$8.08M
3
+$7.36M
4
COP icon
ConocoPhillips
COP
+$4.75M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.56M

Sector Composition

1 Healthcare 17.04%
2 Technology 12.13%
3 Consumer Staples 10.59%
4 Industrials 9.89%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.45M 0.36%
84,255
-865
102
$4.41M 0.36%
85,603
+14,672
103
$4.24M 0.35%
43,588
-739
104
$4.16M 0.34%
49,645
+11,008
105
$4.13M 0.34%
239,610
+4,600
106
$3.92M 0.32%
33,637
-1,290
107
$3.9M 0.32%
48,273
+250
108
$3.89M 0.32%
5,062
+277
109
$3.85M 0.31%
56,040
-107,175
110
$3.8M 0.31%
50,016
+30,883
111
$3.79M 0.31%
30,077
-2,385
112
$3.79M 0.31%
80,110
-725
113
$3.76M 0.31%
79,351
-45,554
114
$3.75M 0.31%
16,794
-1,124
115
$3.69M 0.3%
97,693
-4,815
116
$3.65M 0.3%
31,605
-363
117
$3.53M 0.29%
82,088
+955
118
$3.41M 0.28%
15,768
+460
119
$3.36M 0.27%
58,096
+15,869
120
$3.35M 0.27%
67,162
-2,690
121
$3.31M 0.27%
92,102
-2,942
122
$3.25M 0.27%
18,293
-1,567
123
$3.24M 0.26%
20,383
-1,355
124
$3.23M 0.26%
86,426
-17,374
125
$3.18M 0.26%
20,965
-557
3 4
5
6 7