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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$338K 0.04%
+8,609
177
$333K 0.04%
18,848
178
$332K 0.04%
7,940
179
$320K 0.04%
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180
$316K 0.04%
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181
$293K 0.04%
10,005
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182
$292K 0.04%
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183
$289K 0.04%
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184
$279K 0.04%
3,500
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185
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186
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187
$242K 0.03%
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188
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2,450
189
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190
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191
$229K 0.03%
6,400
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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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6,000
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198
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199
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200
$205K 0.03%
2,741
5 6 7
8
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