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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.19%
27,066
+760
127
$1.41M 0.18%
16,662
-167
128
$1.4M 0.18%
42,630
-3,523
129
$1.36M 0.18%
32,670
-1,023
130
$1.35M 0.18%
22,840
-563
131
$1.35M 0.18%
10,625
132
$1.29M 0.17%
17,492
-2,425
133
$1.28M 0.17%
8,740
+410
134
$1.27M 0.17%
29,081
-828
135
$1.24M 0.16%
12,600
-11,257
136
$1.21M 0.16%
18,837
+1,080
137
$1.2M 0.16%
36,830
+500
138
$1.19M 0.16%
17,804
-195
139
$1.17M 0.15%
22,337
+1,052
140
$1.16M 0.15%
15,174
+250
141
$1.07M 0.14%
26,441
-1,891
142
$1.04M 0.14%
62,430
143
$1.02M 0.13%
10,027
-1,670
144
$982K 0.13%
18,540
-1,125
145
$954K 0.13%
17,310
+7,830
146
$919K 0.12%
25,929
-955
147
$902K 0.12%
52,751
-7,514
148
$899K 0.12%
8,224
-899
149
$770K 0.1%
3,906
-92
150
$749K 0.1%
8,131
-78
4 5
6
7 8