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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$558K 0.03%
10,050
-25
177
$532K 0.03%
12,012
-900
178
$530K 0.03%
12,145
-4,375
179
$527K 0.03%
2,189
+380
180
$524K 0.03%
4,450
181
$516K 0.03%
3,435
-220
182
$512K 0.03%
3,149
+45
183
$510K 0.03%
4,755
-84
184
$509K 0.03%
20,650
-282,550
185
$498K 0.03%
2,757
+100
186
$483K 0.03%
10,967
+789
187
$481K 0.03%
2,308
-7
188
$454K 0.03%
8,546
+500
189
$445K 0.03%
2,920
-10
190
$445K 0.03%
6,326
-2,354
191
$433K 0.03%
10,088
+250
192
$428K 0.03%
4,850
-130
193
$419K 0.02%
4,833
-500
194
$413K 0.02%
3,094
-300
195
$406K 0.02%
2,240
-400
196
$401K 0.02%
1,961
-100
197
$398K 0.02%
4,968
+200
198
$389K 0.02%
2,998
+84
199
$387K 0.02%
+7,461
200
$386K 0.02%
+4,317
6 7
8
9 10