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
151
$883K 0.05%
13,093
-1,098
152
$877K 0.05%
7,638
+313
153
$847K 0.05%
8,609
-921
154
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17,853
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155
$838K 0.05%
12,720
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156
$813K 0.05%
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157
$763K 0.05%
9,461
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158
$757K 0.04%
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159
$756K 0.04%
9,052
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160
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161
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162
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11,835
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163
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164
$698K 0.04%
9,045
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165
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166
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167
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168
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169
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170
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172
$580K 0.03%
7,027
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173
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174
$573K 0.03%
6,518
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175
$563K 0.03%
2,957
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7
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