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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.16M 0.19%
48,703
-5,335
102
$2.88M 0.17%
17,207
-980
103
$2.81M 0.17%
101,990
-4,132
104
$2.79M 0.16%
17,137
+211
105
$2.78M 0.16%
26,110
-790
106
$2.76M 0.16%
35,721
-11,758
107
$2.75M 0.16%
33,033
-1,425
108
$2.74M 0.16%
16,657
+6,152
109
$2.69M 0.16%
48,894
-2,305
110
$2.67M 0.16%
57,692
-1,815
111
$2.56M 0.15%
72,303
-9,375
112
$2.47M 0.15%
47,520
+30,883
113
$2.43M 0.14%
15,239
+10,187
114
$2.27M 0.13%
6,116
-600
115
$2.24M 0.13%
19,157
+8,253
116
$2.1M 0.12%
39,245
+16,588
117
$2.05M 0.12%
49,991
+12,595
118
$2M 0.12%
12,765
-190
119
$1.91M 0.11%
5,191
+20
120
$1.72M 0.1%
39,659
+33,551
121
$1.72M 0.1%
12,836
+3,983
122
$1.68M 0.1%
26,976
+5,802
123
$1.66M 0.1%
24,750
-2,650
124
$1.65M 0.1%
12,099
-245
125
$1.64M 0.1%
+25,658
3 4
5
6 7