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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.01%
1,115
227
$238K 0.01%
755
228
$236K 0.01%
2,237
-142
229
$230K 0.01%
2,903
230
$219K 0.01%
2,570
231
$219K 0.01%
2,094
-130
232
$218K 0.01%
1,548
-390
233
$213K 0.01%
2,400
234
$211K 0.01%
+3,000
235
$210K 0.01%
+1,414
236
$210K 0.01%
+1,849
237
$210K 0.01%
2,212
-769
238
$209K 0.01%
+882
239
$207K 0.01%
2,164
-436
240
$205K 0.01%
+2,260
241
$204K 0.01%
+1,820
242
$200K 0.01%
+1,656
243
$108K ﹤0.01%
20,000
244
$70K ﹤0.01%
18,000
-15,000
245
– –
-3,300
246
– –
-22,000
247
– –
-2,040
6 7 8 9
10