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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.21%
24,224
-316
127
$1.4M 0.19%
17,944
-2,235
128
$1.38M 0.19%
31,609
-24,832
129
$1.38M 0.19%
14,194
-4,981
130
$1.37M 0.18%
39,628
+4,444
131
$1.36M 0.18%
11,720
-709
132
$1.36M 0.18%
41,769
+13,600
133
$1.33M 0.18%
10,570
-155
134
$1.28M 0.17%
7,935
+1,010
135
$1.27M 0.17%
23,708
-350
136
$1.26M 0.17%
16,522
+204
137
$1.23M 0.16%
30,350
-1,326
138
$1.16M 0.15%
+46,230
139
$1.11M 0.15%
8,355
-135
140
$1.1M 0.15%
20,966
+6,578
141
$1.08M 0.14%
14,738
-1,160
142
$1.06M 0.14%
33,707
-180
143
$1.03M 0.14%
37,490
+6,235
144
$1M 0.13%
14,883
+1,562
145
$1M 0.13%
18,931
+4,825
146
$908K 0.12%
18,540
+500
147
$906K 0.12%
30,249
-8,640
148
$863K 0.12%
26,295
+4,350
149
$822K 0.11%
33,051
-6,838
150
$746K 0.1%
3,988
-46
4 5
6
7 8