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
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.8M
3
+$1.25M
4
ESL
Esterline Technologies
ESL
+$1.24M
5
WAT icon
Waters Corp
WAT
+$1.23M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.2M
5
DOC icon
Healthpeak Properties
DOC
+$857K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,450
202
– –
-11,615
203
– –
-6,366
204
– –
-17,674
205
– –
-45,653
206
– –
-51,621
207
– –
-3,000
208
– –
-4,828
5 6 7 8
9