BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.67M
3 +$1.46M
4
CTSH icon
Cognizant
CTSH
+$1.22M
5
ADBE icon
Adobe
ADBE
+$1.22M

Top Sells

1 +$6.76M
2 +$3.53M
3 +$1.31M
4
TGT icon
Target
TGT
+$1.13M
5
CTXS
Citrix Systems Inc
CTXS
+$1.08M

Sector Composition

1 Healthcare 22.98%
2 Industrials 11.55%
3 Energy 11.36%
4 Consumer Staples 10.91%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$211K 0.03%
+4,700
202
$201K 0.03%
+2,700
203
$199K 0.03%
13,131
204
-55,834
205
-10,155