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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.19%
43,593
-1,869
127
$1.45M 0.19%
33,693
+3,343
128
$1.43M 0.19%
23,013
-1,211
129
$1.39M 0.18%
24,033
+325
130
$1.38M 0.18%
17,999
+55
131
$1.38M 0.18%
26,306
+7,375
132
$1.37M 0.18%
37,100
-390
133
$1.36M 0.18%
16,829
+307
134
$1.35M 0.18%
10,625
+55
135
$1.34M 0.18%
19,917
-13,680
136
$1.31M 0.17%
29,909
-1,700
137
$1.23M 0.16%
62,430
-400
138
$1.23M 0.16%
14,924
+186
139
$1.22M 0.16%
36,330
+10,035
140
$1.22M 0.16%
8,330
-25
141
$1.21M 0.16%
17,757
+2,874
142
$1.16M 0.15%
21,285
+319
143
$1.08M 0.14%
9,123
-2,597
144
$1.08M 0.14%
11,697
-10,592
145
$1.05M 0.14%
28,332
-5,375
146
$1.05M 0.14%
19,665
+1,125
147
$939K 0.12%
26,884
-3,365
148
$830K 0.11%
32,239
-812
149
$807K 0.11%
8,209
+1,096
150
$782K 0.1%
3,998
+10
4 5
6
7 8