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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
Healthpeak Properties
DOC
+$841K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$353K 0.04%
14,735
-140
177
$344K 0.04%
+7,055
178
$343K 0.04%
6,720
179
$341K 0.04%
9,435
-1,200
180
$324K 0.04%
3,150
181
$311K 0.04%
3,780
+938
182
$307K 0.04%
19,300
183
$306K 0.04%
+2,436
184
$302K 0.04%
4,000
+500
185
$297K 0.04%
3,418
-2,538
186
$294K 0.04%
2,575
-389
187
$281K 0.04%
6,400
188
$269K 0.03%
3,085
-383
189
$259K 0.03%
5,300
190
$255K 0.03%
3,671
+100
191
$250K 0.03%
2,150
192
$244K 0.03%
3,356
+150
193
$242K 0.03%
2,500
194
$231K 0.03%
5,400
-600
195
$231K 0.03%
2,300
196
$230K 0.03%
1,880
197
$218K 0.03%
2,110
-320
198
$210K 0.03%
2,741
199
$200K 0.03%
13,131
200
$170K 0.02%
15,550
-500
5 6 7
8
9