BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
+6.8%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$697M
AUM Growth
+$697M
(-1.3%)
Cap. Flow
-$43.7M
Cap. Flow
% of AUM
-6.26%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
198
New
6
Increased
45
Reduced
118
Closed
16
Top Buys
| 1 |
Nike
NKE
|
$3.91M |
| 2 |
Jack Henry & Associates
JKHY
|
$1.96M |
| 3 |
Pricesmart
PSMT
|
$1.58M |
| 4 |
SRCL
Stericycle Inc
SRCL
|
$1.51M |
| 5 |
Cogent Communications
CCOI
|
$1.47M |
Top Sells
| 1 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$4.75M |
| 2 |
Union Pacific
UNP
|
$2.07M |
| 3 |
Deere & Co
DE
|
$1.86M |
| 4 |
Apple
AAPL
|
$1.78M |
| 5 |
Amazon
AMZN
|
$1.67M |
Sector Composition
| 1 | Healthcare | 26.21% |
| 2 | Technology | 12.61% |
| 3 | Consumer Staples | 10.86% |
| 4 | Industrials | 10.2% |
| 5 | Financials | 9.23% |
