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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.02%
5,128
+166
227
$390K 0.01%
6,859
+1,589
228
$387K 0.01%
5,713
+200
229
$380K 0.01%
9,929
230
$377K 0.01%
+1,143
231
$376K 0.01%
1,178
-18
232
$375K 0.01%
+5,977
233
$373K 0.01%
1,756
-66
234
$369K 0.01%
2,369
-10
235
$365K 0.01%
3,599
-168
236
$347K 0.01%
1,500
+500
237
$328K 0.01%
11,155
+200
238
$318K 0.01%
3,296
+90
239
$317K 0.01%
7,075
+550
240
$308K 0.01%
3,988
-200
241
$307K 0.01%
2,324
+54
242
$305K 0.01%
3,044
243
$303K 0.01%
2,172
244
$294K 0.01%
+927
245
$289K 0.01%
1,165
+43
246
$287K 0.01%
1,207
+325
247
$281K 0.01%
+2,820
248
$280K 0.01%
6,132
249
$278K 0.01%
+2,779
250
$278K 0.01%
+2,170
8 9
10
11 12