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
$763M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$1.28M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$1.21M

Top Sells

1
+$1.11M
2
+$1M
3
+$942K
4
ADP icon
Automatic Data Processing
ADP
+$902K
5
CL icon
Colgate-Palmolive
CL
+$721K

Sector Composition

1 Healthcare 22.89%
2 Energy 11.37%
3 Industrials 10.73%
4 Consumer Staples 10.54%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.7M 8.09%
2,199,498
-17,685
2
$20.7M 2.72%
220,471
-2,918
3
$18.3M 2.4%
171,780
-4,791
4
$15.6M 2.04%
269,398
-4,570
5
$13.8M 1.81%
546,852
+50,940
6
$13.7M 1.79%
218,285
-2,652
7
$13.2M 1.74%
181,462
-12,366
8
$13.2M 1.73%
284,042
+17,741
9
$12.9M 1.69%
153,616
-3,923
10
$12.4M 1.63%
114,796
+2,565
11
$11.2M 1.48%
82,702
+5,193
12
$11.1M 1.45%
109,107
-5,260
13
$10.8M 1.41%
87,771
-5,815
14
$10.5M 1.38%
132,172
-1,215
15
$10.3M 1.34%
117,135
+1,967
16
$10.1M 1.32%
241,880
+1,351
17
$9.84M 1.29%
96,796
+2,899
18
$9.66M 1.27%
81,555
+1,657
19
$9.19M 1.21%
162,498
+5,140
20
$8.82M 1.16%
94,805
-2,577
21
$8.7M 1.14%
81,746
-6,751
22
$8.35M 1.1%
287,668
+3,751
23
$8.3M 1.09%
155,532
+28,064
24
$7.99M 1.05%
69,267
-2,135
25
$7.96M 1.04%
63,529
-1,025
1
2 3 4 5