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
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66M 9.46%
2,153,680
-18,562
2
$17.4M 2.5%
169,621
-221
3
$16.2M 2.32%
291,350
-10,426
4
$15.5M 2.23%
199,023
-4,314
5
$13.5M 1.93%
227,672
-17,342
6
$13M 1.87%
133,227
+1,239
7
$12.6M 1.81%
479,276
-67,584
8
$12.4M 1.78%
160,175
-10,223
9
$12.2M 1.75%
143,992
-11,465
10
$11.6M 1.67%
77,894
+1,642
11
$11.4M 1.63%
143,117
-2,822
12
$11.3M 1.62%
89,688
+1,775
13
$10.9M 1.56%
67,381
-541
14
$8.95M 1.28%
164,637
+508
15
$8.65M 1.24%
192,557
-9,366
16
$8.47M 1.21%
141,083
+7,800
17
$8.41M 1.21%
84,188
-2,588
18
$8.13M 1.17%
130,086
-4,988
19
$8.12M 1.16%
169,725
-17,112
20
$7.9M 1.13%
146,857
-5,363
21
$7.85M 1.13%
77,574
-11,037
22
$7.74M 1.11%
117,271
-5,660
23
$7.69M 1.1%
152,583
-21,266
24
$7.59M 1.09%
272,320
+1,000
25
$7.57M 1.09%
121,267
-7,984
1
2 3 4 5