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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$156K 0.01%
3,897
-4,470
252
$152K 0.01%
535
253
$151K 0.01%
5,401
-546
254
$147K 0.01%
4,075
-1,300
255
$144K 0.01%
5,624
-12,512
256
$143K 0.01%
+2,800
257
$142K 0.01%
1,619
258
$141K 0.01%
2,623
-192
259
$141K 0.01%
767
260
$140K 0.01%
1,255
-51
261
$137K 0.01%
+2,320
262
$136K 0.01%
+1,500
263
$136K 0.01%
1,820
264
$133K 0.01%
+972
265
$129K 0.01%
523
266
$128K 0.01%
1,107
-17
267
$126K 0.01%
1,069
-100
268
$123K 0.01%
+645
269
$121K 0.01%
+2,300
270
$118K 0.01%
+1,782
271
$117K 0.01%
+2,349
272
$108K 0.01%
+1,656
273
$105K 0.01%
+600
274
$105K 0.01%
+1,338
275
$102K 0.01%
1,463
-1,400
8 9 10
11
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