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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$8.58M
2 +$8.02M
3 +$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$323K 0.02%
+2,657
202
$322K 0.02%
8,040
203
$320K 0.02%
5,000
204
$318K 0.02%
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205
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206
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207
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208
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209
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210
$271K 0.02%
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211
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212
$259K 0.02%
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213
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214
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215
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216
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217
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218
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220
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221
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222
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4,275
223
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224
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+1,801
225
$222K 0.02%
3,610