BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
+8.5%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.82B
AUM Growth
+$66.4M
(+3.8%)
Cap. Flow
-$61.9M
Cap. Flow
% of AUM
-3.4%
Top 10 Holdings %
Top 10 Hldgs %
28.69%
Holding
271
New
17
Increased
71
Reduced
110
Closed
36
Top Buys
| 1 |
Tyler Technologies
TYL
|
$23.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$18M |
| 3 |
CMD
Cantel Medical Corporation
CMD
|
$11.5M |
| 4 |
FirstService
FSV
|
$9.12M |
| 5 |
Illumina
ILMN
|
$1.83M |
Top Sells
| 1 |
Openlane
KAR
|
$14.3M |
| 2 |
PTC
PTC
|
$12.1M |
| 3 |
Jack Henry & Associates
JKHY
|
$8.12M |
| 4 |
Parker-Hannifin
PH
|
$7.14M |
| 5 |
Hershey
HSY
|
$5.19M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 13.67% |
| 3 | Industrials | 13.4% |
| 4 | Financials | 12.95% |
| 5 | Consumer Discretionary | 6.1% |
