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
$747M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.69M
3
+$2.57M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.8M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.72M

Top Sells

1
+$3.94M
2
+$2.75M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$1.39M
5
PEP icon
PepsiCo
PEP
+$1.26M

Sector Composition

1 Healthcare 23.79%
2 Industrials 11.17%
3 Energy 11.05%
4 Consumer Staples 10.6%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$319K 0.04%
13,263
-55
177
$312K 0.04%
10,275
-1,400
178
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7,600
179
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16,700
180
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181
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182
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183
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184
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185
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186
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16,015
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187
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188
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189
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190
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191
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192
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193
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194
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195
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196
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197
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4,521
-8,250
198
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13,131
199
– –
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200
– –
-4,472
5 6 7
8
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