BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
1-Year Return
19.39%
This Quarter Return
-1.14%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$2.46B
AUM Growth
-$18.5M
(-0.75%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
33.05%
Holding
263
New
19
Increased
83
Reduced
88
Closed
7
Top Buys
| 1 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$19.7M |
| 2 |
IAC Inc
IAC
|
$16.9M |
| 3 |
APi Group
APG
|
$16.8M |
| 4 |
A.O. Smith
AOS
|
$15.4M |
| 5 |
Unum
UNM
|
$5.01M |
Top Sells
| 1 |
GoDaddy
GDDY
|
$16.5M |
| 2 |
Expeditors International
EXPD
|
$12.8M |
| 3 |
Gilead Sciences
GILD
|
$12.4M |
| 4 |
Interactive Brokers
IBKR
|
$8.3M |
| 5 |
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% |
