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
$758M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.21M
3 +$1.04M
4
RL icon
Ralph Lauren
RL
+$1M
5
CTSH icon
Cognizant
CTSH
+$894K

Top Sells

1 +$5.74M
2 +$2.55M
3 +$2.29M
4
ABBV icon
AbbVie
ABBV
+$2.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M

Sector Composition

1 Healthcare 22.8%
2 Energy 11.9%
3 Industrials 11.23%
4 Consumer Staples 10.78%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$201K 0.03%
+2,100
202
$199K 0.03%
13,131
203
-2,700
204
-4,527
205
-11,000
206
-1,925
207
-14,194
208
-16,015
209
-4,521