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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.22M 0.17%
86,512
+57,519
102
$4.13M 0.16%
25,887
-3,683
103
$4.12M 0.16%
20,633
-9
104
$4.08M 0.16%
19,271
-414
105
$4.06M 0.16%
48,940
+1,694
106
$3.99M 0.16%
8,950
+90
107
$3.97M 0.16%
19,718
-269
108
$3.72M 0.15%
99,441
+2,546
109
$3.61M 0.14%
12,901
-294
110
$3.6M 0.14%
45,280
-5,298
111
$3.57M 0.14%
68,238
-5,876
112
$3.39M 0.13%
27,603
-8,150
113
$3.27M 0.13%
121,176
-15,950
114
$3.1M 0.12%
18,705
-1,765
115
$3M 0.12%
10,489
+14
116
$2.98M 0.12%
42,677
-517
117
$2.93M 0.11%
8,248
+87
118
$2.93M 0.11%
49,609
-767
119
$2.88M 0.11%
11,822
-4,483
120
$2.73M 0.11%
55,608
+6,682
121
$2.69M 0.11%
69,242
-987
122
$2.63M 0.1%
10,899
-101
123
$2.63M 0.1%
13,703
-219
124
$2.62M 0.1%
25,117
-338
125
$2.6M 0.1%
19,242
-1,686
3 4
5
6 7