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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.01%
+3,132
227
$209K 0.01%
3,740
228
$209K 0.01%
226
229
$207K 0.01%
8,882
230
$204K 0.01%
2,172
231
$202K 0.01%
1,190
+75
232
$201K 0.01%
1,630
233
$193K 0.01%
13,008
-1,402
234
$193K 0.01%
2,220
235
$189K 0.01%
+2,625
236
$188K 0.01%
1,150
-500
237
$186K 0.01%
2,295
-2,670
238
$182K 0.01%
1,300
239
$182K 0.01%
1,220
-100
240
$181K 0.01%
+4,683
241
$180K 0.01%
822
-490
242
$172K 0.01%
3,248
243
$170K 0.01%
2,995
-1,775
244
$170K 0.01%
2,675
-950
245
$167K 0.01%
1,550
-1,839
246
$166K 0.01%
9,135
247
$164K 0.01%
1,900
248
$163K 0.01%
2,050
249
$163K 0.01%
6,175
250
$157K 0.01%
+3,000
8 9
10
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