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
$1.23B
AUM Growth
-$288K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.62M
3
+$4.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.18M
5
SRCL
Stericycle Inc
SRCL
+$2.78M

Top Sells

1
+$17.4M
2
+$8.08M
3
+$7.36M
4
COP icon
ConocoPhillips
COP
+$4.75M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.56M

Sector Composition

1 Healthcare 17.04%
2 Technology 12.13%
3 Consumer Staples 10.59%
4 Industrials 9.89%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$865K 0.07%
4
177
$864K 0.07%
22,000
178
$853K 0.07%
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-115
179
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180
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181
$761K 0.06%
+9,142
182
$745K 0.06%
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183
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184
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8,129
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185
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186
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187
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188
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5,401
+1,756
189
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19,784
+6,800
190
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191
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18,463
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192
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4
193
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9,244
194
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195
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196
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197
$443K 0.04%
10,000
+2,000
198
$412K 0.03%
22,630
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199
$407K 0.03%
4,746
200
$399K 0.03%
+4,746
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