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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$8.58M
2 +$8.02M
3 +$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.1M 0.08%
22,042
-3,416
152
$1.06M 0.08%
11,779
-786
153
$1.02M 0.07%
13,765
154
$1.02M 0.07%
4
155
$1M 0.07%
4,332
-50
156
$1M 0.07%
39,732
-3,300
157
$977K 0.07%
18,435
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158
$971K 0.07%
25,004
-8,054
159
$970K 0.07%
38,175
+3,839
160
$935K 0.07%
12,200
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161
$917K 0.07%
20,226
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162
$912K 0.07%
19,278
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163
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10,998
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164
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166
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167
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8,127
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5,869
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170
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12,353
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172
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16,447
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173
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12,395
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174
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5,421
-374
175
$574K 0.04%
4,491
-956