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
$2.67B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.3M
3
+$6.29M
4
KVUE icon
Kenvue
KVUE
+$4.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.16M

Top Sells

1
+$11.5M
2
+$9.88M
3
+$4.82M
4
AVTR icon
Avantor
AVTR
+$3.99M
5
DG icon
Dollar General
DG
+$3.87M

Sector Composition

1 Technology 23.85%
2 Industrials 17.43%
3 Financials 14.17%
4 Healthcare 8.9%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$477K 0.02%
2,289
-477
227
$472K 0.02%
16,465
+1,740
228
$470K 0.02%
3,521
-49
229
$467K 0.02%
6,072
230
$460K 0.02%
8,374
+60
231
$449K 0.02%
8,474
-659
232
$448K 0.02%
5,486
+14
233
$436K 0.02%
4,631
-734
234
$435K 0.02%
2,091
-174
235
$434K 0.02%
10,545
-126
236
$422K 0.02%
4,887
-200
237
$416K 0.02%
2,662
238
$416K 0.02%
5,422
+254
239
$413K 0.02%
4,864
-6
240
$413K 0.02%
3,606
-50
241
$413K 0.02%
+6,507
242
$413K 0.02%
24,880
243
$410K 0.02%
5,227
-5,460
244
$403K 0.02%
8,202
245
$397K 0.01%
4,288
246
$396K 0.01%
3,606
247
$388K 0.01%
5,165
+80
248
$385K 0.01%
3,213
249
$378K 0.01%
4,281
+510
250
$377K 0.01%
9,918
+993
8 9
10
11 12