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
$666M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$969K
3
+$870K
4
MON
Monsanto Co
MON
+$776K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$598K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$960K
4
INTC icon
Intel
INTC
+$952K
5
ZTS icon
Zoetis
ZTS
+$744K

Sector Composition

1 Healthcare 23.95%
2 Consumer Staples 11.3%
3 Industrials 11.24%
4 Energy 10.97%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.19%
23,708
+3,713
127
$1.21M 0.18%
10,325
128
$1.19M 0.18%
42,209
-470
129
$1.11M 0.17%
8,380
+520
130
$1.11M 0.17%
16,084
-558
131
$1.08M 0.16%
13,232
+40
132
$1.05M 0.16%
34,486
-792
133
$1.02M 0.15%
24,761
-3,160
134
$1M 0.15%
15,288
-500
135
$980K 0.15%
20,740
+12,662
136
$965K 0.15%
18,295
-650
137
$941K 0.14%
23,444
+1,366
138
$909K 0.14%
13,510
+3,300
139
$889K 0.13%
13,934
-400
140
$857K 0.13%
5,205
+545
141
$755K 0.11%
8,423
-1,023
142
$743K 0.11%
16,943
143
$735K 0.11%
24,130
+435
144
$705K 0.11%
19,824
+98
145
$700K 0.11%
10,583
-2,912
146
$700K 0.11%
26,912
+3,036
147
$677K 0.1%
4,032
+676
148
$658K 0.1%
8,050
-25
149
$621K 0.09%
20,559
-946
150
$618K 0.09%
16,351
-3,135
4 5
6
7 8