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
$1.82B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18M
3
+$11.5M
4
FSV icon
FirstService
FSV
+$9.12M
5
ILMN icon
Illumina
ILMN
+$1.83M

Top Sells

1
+$14.3M
2
+$12.1M
3
+$8.12M
4
PH icon
Parker-Hannifin
PH
+$7.14M
5
HSY icon
Hershey
HSY
+$5.19M

Sector Composition

1 Technology 19%
2 Healthcare 13.67%
3 Industrials 13.4%
4 Financials 12.95%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$444K 0.02%
+5,661
177
$439K 0.02%
5,295
-1,090
178
$436K 0.02%
3,925
179
$432K 0.02%
+2,190
180
$429K 0.02%
2,900
181
$426K 0.02%
2,032
182
$421K 0.02%
17,442
-240
183
$420K 0.02%
9,367
-1,518
184
$420K 0.02%
5,305
-316
185
$418K 0.02%
1,602
186
$416K 0.02%
4,888
187
$404K 0.02%
1,978
-340
188
$404K 0.02%
3,547
-29
189
$402K 0.02%
5,475
-1,190
190
$399K 0.02%
2,917
191
$397K 0.02%
1,153
+200
192
$390K 0.02%
9,806
-575
193
$379K 0.02%
6,400
-10,609
194
$373K 0.02%
+2,868
195
$365K 0.02%
3,660
+35
196
$362K 0.02%
+3,236
197
$360K 0.02%
+3,544
198
$345K 0.02%
6,515
199
$340K 0.02%
9,014
-698
200
$338K 0.02%
6,313
-1,700
6 7
8
9 10