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
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.82M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.35M
5
ADBE icon
Adobe
ADBE
+$1.32M

Top Sells

1
+$6.75M
2
+$3.67M
3
+$1.31M
4
CTXS
Citrix Systems Inc
CTXS
+$1.15M
5
TGT icon
Target
TGT
+$1.12M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.05%
3,990
-170
177
$340K 0.05%
2,500
178
$318K 0.04%
9,010
179
$309K 0.04%
4,774
-1,492
180
$306K 0.04%
6,720
181
$302K 0.04%
5,946
+86
182
$297K 0.04%
7,600
183
$295K 0.04%
3,175
184
$294K 0.04%
5,776
185
$294K 0.04%
16,700
-300
186
$279K 0.04%
19,025
-8,875
187
$271K 0.04%
13,318
-7,422
188
$267K 0.04%
1,860
189
$258K 0.04%
4,472
-2,443
190
$253K 0.03%
4,952
-151
191
$250K 0.03%
2,980
-1,356
192
$232K 0.03%
2,450
193
$227K 0.03%
+15,248
194
$223K 0.03%
+2,400
195
$220K 0.03%
11,500
196
$218K 0.03%
+1,980
197
$216K 0.03%
+2,760
198
$214K 0.03%
10,957
-2,558
199
$214K 0.03%
3,000
200
$213K 0.03%
+3,000
5 6 7
8
9