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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.5M 0.1%
7,265
-108
127
$2.44M 0.1%
97,867
+10,485
128
$2.41M 0.09%
18,911
-246
129
$2.34M 0.09%
31,102
-2,479
130
$2.32M 0.09%
4,137
-69
131
$2.29M 0.09%
26,262
-3,475
132
$2.25M 0.09%
22,488
+119
133
$2.24M 0.09%
63,573
+16,719
134
$2.22M 0.09%
9,444
135
$2.2M 0.09%
25,098
+17
136
$2.13M 0.08%
34,351
-5,114
137
$2.06M 0.08%
5,994
-63
138
$2.02M 0.08%
4,346
-63
139
$1.98M 0.08%
50,000
-120,039
140
$1.94M 0.08%
19,395
+824
141
$1.94M 0.08%
36,194
+508
142
$1.9M 0.07%
45,628
+2,423
143
$1.89M 0.07%
7,673
-7
144
$1.87M 0.07%
55,184
+17,166
145
$1.81M 0.07%
25,700
-6
146
$1.81M 0.07%
21,408
-898
147
$1.68M 0.07%
22,066
-228
148
$1.67M 0.07%
35,600
+1,500
149
$1.65M 0.06%
23,552
-15
150
$1.47M 0.06%
21,060
-5
4 5
6
7 8