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
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.13%
11,669
+404
102
$2.38M 0.13%
82,122
-4,580
103
$2.37M 0.13%
42,755
-3,224
104
$2.36M 0.13%
13,355
+81
105
$2.16M 0.12%
5,766
+505
106
$2.15M 0.12%
39,998
+7,713
107
$2.13M 0.12%
27,763
-710
108
$2.05M 0.11%
10,619
-1,435
109
$1.83M 0.1%
+5,678
110
$1.83M 0.1%
24,585
-2,570
111
$1.79M 0.1%
21,153
-68
112
$1.76M 0.1%
30,753
-600
113
$1.75M 0.1%
28,515
-4,765
114
$1.59M 0.09%
23,145
-1,700
115
$1.45M 0.08%
36,615
-150
116
$1.42M 0.08%
3,998
-130
117
$1.36M 0.07%
30,643
+8,001
118
$1.32M 0.07%
29,382
+811
119
$1.3M 0.07%
44,016
-2,386
120
$1.25M 0.07%
6,622
121
$1.25M 0.07%
14,558
-1,887
122
$1.25M 0.07%
23,147
-3,964
123
$1.24M 0.07%
18,900
124
$1.21M 0.07%
18,774
-633
125
$1.2M 0.07%
27,500
+3,000
3 4
5
6 7