BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
+1.87%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.23B
AUM Growth
-$288K
(-0.02%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
20.54%
Holding
280
New
26
Increased
66
Reduced
140
Closed
16
Top Buys
| 1 |
Carter's
CRI
|
$8.37M |
| 2 |
Hershey
HSY
|
$7.62M |
| 3 |
CME Group
CME
|
$4.26M |
| 4 |
Johnson & Johnson
JNJ
|
$3.18M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
$2.78M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$17.4M |
| 2 |
Abbott
ABT
|
$8.08M |
| 3 |
Target
TGT
|
$7.36M |
| 4 |
ConocoPhillips
COP
|
$4.75M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$3.57M |
Sector Composition
| 1 | Healthcare | 17.04% |
| 2 | Technology | 12.13% |
| 3 | Consumer Staples | 10.59% |
| 4 | Industrials | 9.89% |
| 5 | Financials | 8.72% |
