BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-1.11%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$778M
AUM Growth
+$778M
(-2.7%)
Cap. Flow
-$5.53M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
209
New
6
Increased
61
Reduced
105
Closed
9
Top Buys
| 1 |
Ross Stores
ROST
|
$3.61M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.04M |
| 3 |
PDCO
Patterson Companies, Inc.
PDCO
|
$1.89M |
| 4 |
Cogent Communications
CCOI
|
$1.53M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.43M |
Top Sells
| 1 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$3.5M |
| 2 |
Cigna
CI
|
$1.87M |
| 3 |
Abbott
ABT
|
$1.79M |
| 4 |
Air Products & Chemicals
APD
|
$1.42M |
| 5 |
American Express
AXP
|
$1.25M |
Sector Composition
| 1 | Healthcare | 25.04% |
| 2 | Technology | 11.35% |
| 3 | Industrials | 10.52% |
| 4 | Consumer Staples | 9.88% |
| 5 | Energy | 9.16% |
