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
$2.56B
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.1M
3
+$6.36M
4
CVX icon
Chevron
CVX
+$4.81M
5
CACI icon
CACI
CACI
+$4.29M

Top Sells

1
+$25.1M
2
+$24.6M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$10.9M
5
FICO icon
Fair Isaac
FICO
+$9.55M

Sector Composition

1 Technology 23.41%
2 Industrials 16.82%
3 Financials 13.22%
4 Healthcare 9.79%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$703K 0.03%
2,752
+54
202
$699K 0.03%
9,220
+827
203
$684K 0.03%
3,608
204
$673K 0.03%
3,176
-63
205
$664K 0.03%
23,910
+1,240
206
$663K 0.03%
+11,858
207
$661K 0.03%
5,041
-1,224
208
$660K 0.03%
134,476
-2,179
209
$630K 0.02%
6,425
+30
210
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2,052
+30
211
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3,114
-379
212
$617K 0.02%
4,701
-62
213
$609K 0.02%
7,319
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214
$597K 0.02%
7,399
-4,311
215
$589K 0.02%
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216
$580K 0.02%
5,819
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217
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2,735
-3
218
$555K 0.02%
1,602
-6
219
$538K 0.02%
8,202
220
$533K 0.02%
4,337
+106
221
$532K 0.02%
2,742
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222
$529K 0.02%
6,736
-38
223
$528K 0.02%
3,822
-205
224
$527K 0.02%
6,892
-779
225
$510K 0.02%
10,883
-1,317
7 8
9
10 11