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
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+8,609
177
$333K 0.04%
18,848
178
$332K 0.04%
7,940
179
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183
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184
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186
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187
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