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
151
$687K 0.09%
7,714
+311
152
$646K 0.08%
16,075
+5,400
153
$642K 0.08%
16,185
+250
154
$621K 0.08%
3
155
$592K 0.08%
11,180
-65
156
$586K 0.08%
7,660
157
$535K 0.07%
11,648
-300
158
$514K 0.07%
22,317
159
$498K 0.07%
12,000
160
$477K 0.06%
4,815
-80
161
$477K 0.06%
9,175
162
$458K 0.06%
11,531
-1,649
163
$448K 0.06%
8,375
164
$444K 0.06%
5,002
165
$420K 0.06%
10,835
-6,671
166
$416K 0.05%
5,888
+136
167
$415K 0.05%
1,664
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168
$397K 0.05%
7,873
-100
169
$378K 0.05%
15,562
+1,984
170
$373K 0.05%
6,655
-1,955
171
$370K 0.05%
10,805
-283
172
$362K 0.05%
5,300
-200
173
$353K 0.05%
3,167
174
$350K 0.05%
15,350
175
$342K 0.04%
14,824
-2,158
5 6
7
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