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
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

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
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155
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10,565
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156
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157
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3,416
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158
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6,728
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159
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7,027
160
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161
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4,396
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162
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163
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164
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11,129
-1,598
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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171
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172
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9,051
173
$449K 0.02%
2,517
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174
$446K 0.02%
+18,060
175
$444K 0.02%
2,716
+230
5 6
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8 9