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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1
+$5.74M
2
+$2.55M
3
+$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$368K 0.05%
12,363
-900
177
$365K 0.05%
8,116
-1,241
178
$353K 0.05%
13,578
+2,047
179
$344K 0.05%
7,940
-911
180
$337K 0.04%
6,720
181
$326K 0.04%
3,167
+167
182
$315K 0.04%
4,283
+321
183
$306K 0.04%
16,700
184
$299K 0.04%
18,848
+3,600
185
$299K 0.04%
+2,964
186
$292K 0.04%
7,600
187
$273K 0.04%
+7,800
188
$273K 0.04%
9,050
+1,600
189
$257K 0.03%
2,450
190
$249K 0.03%
3,000
191
$240K 0.03%
13,500
+2,000
192
$239K 0.03%
+3,021
193
$239K 0.03%
2,800
-1,040
194
$235K 0.03%
3,000
195
$229K 0.03%
2,755
-5
196
$215K 0.03%
+2,670
197
$208K 0.03%
+7,900
198
$208K 0.03%
3,468
-322
199
$203K 0.03%
+2,741
200
$201K 0.03%
+2,500
5 6 7
8
9