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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.01%
832
227
$280K 0.01%
1,960
228
$278K 0.01%
+1,676
229
$276K 0.01%
2,403
+133
230
$274K 0.01%
5,500
231
$274K 0.01%
2,172
232
$264K 0.01%
1,755
233
$260K 0.01%
5,525
-150
234
$257K 0.01%
1,695
-250
235
$255K 0.01%
2,129
-150
236
$253K 0.01%
2,070
-70
237
$250K 0.01%
+650
238
$246K 0.01%
1,115
239
$227K 0.01%
2,903
240
$225K 0.01%
2,370
-100
241
$222K 0.01%
+2,617
242
$216K 0.01%
1,820
243
$216K 0.01%
2,094
244
$212K 0.01%
2,570
245
$210K 0.01%
2,037
-200
246
$209K 0.01%
3,000
247
$209K 0.01%
+2,815
248
$209K 0.01%
2,212
249
$209K 0.01%
882
250
$206K 0.01%
+2,688
7 8 9
10
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