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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$200K 0.01%
10,900
227
$200K 0.01%
+4,193
228
$196K 0.01%
3,625
-35
229
$193K 0.01%
3,625
-1,680
230
$192K 0.01%
+1,630
231
$189K 0.01%
1,095
-100
232
$187K 0.01%
3,266
+30
233
$186K 0.01%
14,410
-2,998
234
$185K 0.01%
+2,863
235
$184K 0.01%
5,375
-1,140
236
$182K 0.01%
+2,034
237
$180K 0.01%
+7,680
238
$178K 0.01%
2,770
-250
239
$175K 0.01%
+1,320
240
$173K 0.01%
+2,141
241
$170K 0.01%
12,011
242
$168K 0.01%
+2,172
243
$167K 0.01%
+2,153
244
$167K 0.01%
+5,947
245
$167K 0.01%
3,740
+252
246
$164K 0.01%
2,050
-400
247
$158K 0.01%
+1,300
248
$154K 0.01%
1,834
-616
249
$152K 0.01%
2,220
-520
250
$146K 0.01%
+6,175
8 9
10
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