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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$587K 0.02%
21,007
-1,409
227
$581K 0.02%
10,121
+722
228
$579K 0.02%
1,760
229
$564K 0.02%
1,602
230
$542K 0.02%
10,545
231
$540K 0.02%
8,202
232
$537K 0.02%
5,543
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233
$528K 0.02%
6,690
-207
234
$528K 0.02%
6,040
-32
235
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236
$523K 0.02%
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237
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238
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239
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240
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7,336
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241
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242
$499K 0.02%
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243
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244
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245
$463K 0.02%
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246
$459K 0.02%
3,606
247
$457K 0.02%
6,507
248
$457K 0.02%
14,990
-1,475
249
$451K 0.02%
3,606
250
$448K 0.02%
4,764
+476
8 9
10
11 12