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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.06%
78,500
+8,500
152
$1.46M 0.06%
151,275
-34
153
$1.43M 0.06%
43,817
+87
154
$1.41M 0.06%
14,220
-5,775
155
$1.4M 0.05%
3
156
$1.37M 0.05%
6,469
+271
157
$1.3M 0.05%
20,823
158
$1.28M 0.05%
8,510
-1,130
159
$1.27M 0.05%
13,719
+457
160
$1.27M 0.05%
6,400
-119
161
$1.24M 0.05%
2,487
-3
162
$1.23M 0.05%
9,643
+553
163
$1.22M 0.05%
6,392
-163
164
$1.18M 0.05%
15,041
+784
165
$1.17M 0.05%
3,662
-4
166
$1.15M 0.05%
13,899
167
$1.13M 0.04%
51,111
+9,281
168
$1.11M 0.04%
2,681
+183
169
$1.11M 0.04%
60,363
170
$1.06M 0.04%
21,576
-16,368
171
$1.06M 0.04%
11,723
-4,945
172
$1.05M 0.04%
26,600
+13,105
173
$1.04M 0.04%
6,065
-646
174
$991K 0.04%
41,188
-16,730
175
$985K 0.04%
14,208
-1,735
5 6
7
8 9