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
$1.73B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.7M
3
+$13.5M
4
BR icon
Broadridge
BR
+$9.29M
5
LMT icon
Lockheed Martin
LMT
+$7.67M

Top Sells

1
+$19.6M
2
+$18.4M
3
+$11.3M
4
NVO icon
Novo Nordisk
NVO
+$9.15M
5
PEP icon
PepsiCo
PEP
+$8.98M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.53%
3 Industrials 13.16%
4 Financials 12.62%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$439K 0.03%
10,716
177
$438K 0.03%
8,338
-276
178
$434K 0.03%
5,735
179
$419K 0.02%
5,338
-2,805
180
$409K 0.02%
3,547
-229
181
$404K 0.02%
5,226
-650
182
$401K 0.02%
2,943
-170
183
$391K 0.02%
2,900
184
$386K 0.02%
24,500
-4,000
185
$380K 0.02%
6,940
186
$375K 0.02%
10,381
187
$374K 0.02%
2,917
188
$373K 0.02%
2,366
189
$368K 0.02%
10,900
190
$363K 0.02%
25,796
191
$352K 0.02%
2,830
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192
$348K 0.02%
3,140
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193
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194
$338K 0.02%
7,600
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195
$337K 0.02%
12,011
196
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3,850
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197
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4,075
198
$319K 0.02%
2,125
199
$318K 0.02%
5,020
-10,330
200
$309K 0.02%
2,096
-2,194
6 7
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