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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.2%
10,725
+400
127
$1.43M 0.2%
12,429
-1,867
128
$1.38M 0.19%
24,058
+350
129
$1.35M 0.19%
+26,786
130
$1.3M 0.18%
31,676
+8,232
131
$1.22M 0.17%
6,925
+1,720
132
$1.21M 0.17%
18,741
+8,158
133
$1.18M 0.16%
8,490
+110
134
$1.18M 0.16%
16,318
+234
135
$1.17M 0.16%
12,775
-457
136
$1.17M 0.16%
35,184
+698
137
$1.13M 0.16%
15,898
+610
138
$1.09M 0.15%
22,100
-6,588
139
$1.01M 0.14%
28,169
+8,345
140
$1M 0.14%
33,887
+6,975
141
$952K 0.13%
16,459
+6,140
142
$934K 0.13%
31,255
+7,125
143
$932K 0.13%
39,889
-8,276
144
$894K 0.12%
13,321
-613
145
$859K 0.12%
21,945
+3,650
146
$818K 0.11%
18,040
+1,097
147
$767K 0.11%
8,423
148
$750K 0.1%
14,388
+6,009
149
$745K 0.1%
4,034
+2
150
$675K 0.09%
19,330
-1,229
4 5
6
7 8