BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$18M
3
+$11.8M
4
FSV icon
FirstService
FSV
+$9.23M
5
ILMN icon
Illumina
ILMN
+$1.72M

Top Sells

1
+$15M
2
+$11.5M
3
+$8.15M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.24M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$634K 0.03%
6,953
152
$631K 0.03%
5,563
-889
153
$622K 0.03%
7,309
154
$616K 0.03%
12,100
-1,700
155
$607K 0.03%
10,565
-315
156
$599K 0.03%
5,540
157
$592K 0.03%
3,416
+231
158
$592K 0.03%
6,728
+584
159
$585K 0.03%
7,027
160
$574K 0.03%
4,369
-216
161
$563K 0.03%
4,396
-2,793
162
$562K 0.03%
17,770
+1,830
163
$550K 0.03%
29,600
+100
164
$536K 0.03%
11,129
-1,598
165
$535K 0.03%
5,649
-200
166
$530K 0.03%
1,941
167
$517K 0.03%
2,665
+35
168
$511K 0.03%
3,087
+727
169
$505K 0.03%
9,525
-54
170
$502K 0.03%
8,510
-1,533
171
$496K 0.03%
7,788
-764
172
$485K 0.03%
9,051
173
$449K 0.02%
2,517
+500
174
$446K 0.02%
+18,060
175
$444K 0.02%
2,716
+230
5 6
7
8 9