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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.97M
3
+$4.96M
4
CPRT icon
Copart
CPRT
+$4.37M
5
CCOI icon
Cogent Communications
CCOI
+$4M

Top Sells

1
+$9.01M
2
+$6.96M
3
+$3.83M
4
PSMT icon
Pricesmart
PSMT
+$3.49M
5
EXAS icon
Exact Sciences
EXAS
+$2.15M

Sector Composition

1 Healthcare 15.81%
2 Technology 15.18%
3 Financials 11.62%
4 Industrials 10.28%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.4M 4.1%
1,660,202
+4,545
2
$53.7M 3.17%
469,431
+27,087
3
$52.6M 3.11%
932,648
+60,708
4
$38.6M 2.28%
1,306,631
+279,837
5
$34.5M 2.04%
777,499
+13,521
6
$33.1M 1.95%
293,139
+22,185
7
$33M 1.95%
2,561,060
+339,364
8
$31.7M 1.87%
229,257
+7,704
9
$29.4M 1.74%
110,463
+7,722
10
$28.9M 1.71%
139,477
+8,198
11
$28.1M 1.66%
126,268
+1,993
12
$26.3M 1.55%
111,876
+10,358
13
$25.8M 1.52%
462,686
+71,666
14
$24.6M 1.46%
147,494
+21,817
15
$22.9M 1.35%
187,058
+14,626
16
$22.6M 1.33%
331,581
+11,531
17
$22.5M 1.33%
996,444
+53,427
18
$22.5M 1.33%
224,480
+34,280
19
$20.9M 1.24%
117,614
+15,484
20
$20.9M 1.23%
138,957
+7,981
21
$20.1M 1.19%
132,633
+5,214
22
$19.8M 1.17%
364,382
+20,802
23
$19.1M 1.13%
98,091
+13,483
24
$19.1M 1.13%
246,896
+48,773
25
$18.9M 1.11%
639,890
+45,883
1
2 3 4 5