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
$1.23B
AUM Growth
-$288K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.62M
3
+$4.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.18M
5
SRCL
Stericycle Inc
SRCL
+$2.78M

Top Sells

1
+$17.4M
2
+$8.08M
3
+$7.36M
4
COP icon
ConocoPhillips
COP
+$4.75M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.56M

Sector Composition

1 Healthcare 17.04%
2 Technology 12.13%
3 Consumer Staples 10.59%
4 Industrials 9.89%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.16M 0.26%
163,737
-21,616
127
$3.15M 0.26%
95,945
-1,200
128
$3.13M 0.26%
73,930
-1,870
129
$3.04M 0.25%
26,994
-579
130
$3.01M 0.25%
76,653
-10,662
131
$2.9M 0.24%
23,860
-1,090
132
$2.88M 0.24%
21,956
-3,908
133
$2.87M 0.23%
113,198
-2,250
134
$2.82M 0.23%
39,883
-350
135
$2.81M 0.23%
86,448
-1,050
136
$2.76M 0.23%
44,700
-4,865
137
$2.67M 0.22%
118,448
+2,100
138
$2.65M 0.22%
31,128
-2,658
139
$2.6M 0.21%
58,756
+19,027
140
$2.48M 0.2%
19,756
-19,928
141
$2.46M 0.2%
24,078
-1,310
142
$2.38M 0.19%
75,083
+1,675
143
$2.15M 0.18%
33,647
-5,121
144
$2.11M 0.17%
26,911
-2,909
145
$2.08M 0.17%
32,797
-8,271
146
$2M 0.16%
22,167
-239
147
$1.95M 0.16%
+75,820
148
$1.87M 0.15%
49,844
-1,111
149
$1.74M 0.14%
+54,251
150
$1.67M 0.14%
12,809
-77
4 5
6
7 8