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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.85M
3
+$1.51M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.44M
5
EXPD icon
Expeditors International
EXPD
+$1.37M

Top Sells

1
+$3.49M
2
+$1.75M
3
+$1.6M
4
APD icon
Air Products & Chemicals
APD
+$1.53M
5
AXP icon
American Express
AXP
+$1.27M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-24,895
202
– –
-8,975
203
– –
-14,735
204
– –
-2,150
205
– –
-1,880
5 6 7 8
9