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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.03%
9,700
-53,893
177
$207K 0.03%
8,654
-2,335
178
$202K 0.03%
6,120
-13,282
179
$95K 0.01%
12,900
-2,650
180
$42K 0.01%
+11,953
181
– –
-6,775
182
– –
-28,843
183
– –
-12,846
184
– –
-35,100
185
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-12,014
186
– –
-49,750
187
– –
-24,230
188
– –
-32,089
189
– –
-34,169
190
– –
-10,885
191
– –
-13,000
192
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-15,150
193
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-32,630
194
– –
-4,415
195
– –
-16,380
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