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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.09%
7,738
-111
127
$1.44M 0.08%
17,629
-2,716
128
$1.4M 0.08%
55,318
-3,012
129
$1.37M 0.08%
18,705
-850
130
$1.34M 0.08%
+29,574
131
$1.3M 0.08%
+24,668
132
$1.3M 0.08%
10,185
+8,030
133
$1.29M 0.08%
25,294
134
$1.28M 0.08%
4
135
$1.25M 0.07%
4,223
+431
136
$1.22M 0.07%
19,901
+771
137
$1.18M 0.07%
21,110
+6,386
138
$1.14M 0.07%
6,622
139
$1.14M 0.07%
+12,315
140
$1.13M 0.07%
9,962
-1,935
141
$1.11M 0.07%
16,445
-2,475
142
$1.09M 0.06%
34,815
+1,800
143
$1.08M 0.06%
+9,655
144
$1.07M 0.06%
7,429
-732
145
$1.04M 0.06%
+21,469
146
$948K 0.06%
13,453
-101
147
$930K 0.05%
17,690
-375
148
$928K 0.05%
5,450
+1,080
149
$909K 0.05%
50,000
-4,000
150
$893K 0.05%
10,659
4 5
6
7 8