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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.61M
3 +$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1 +$1.11M
2 +$1M
3 +$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.03%
2,430
-325
202
$190K 0.02%
13,131
203
-4,283
204
-2,100
205
-3,468