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
251
$270K 0.01%
+4,701
252
$262K 0.01%
+2,988
253
$260K 0.01%
+9,540
254
$259K 0.01%
1,978
+18
255
$258K 0.01%
2,175
+105
256
$255K 0.01%
2,570
-150
257
$253K 0.01%
+3,488
258
$251K 0.01%
1,755
259
$248K 0.01%
3,183
260
$246K 0.01%
2,468
+314
261
$245K 0.01%
+4,800
262
$245K 0.01%
655
263
$242K 0.01%
+1,876
264
$239K 0.01%
2,812
+535
265
$237K 0.01%
+2,709
266
$236K 0.01%
18,000
+6,000
267
$230K 0.01%
+4,200
268
$227K 0.01%
+12,000
269
$225K 0.01%
+1,052
270
$225K 0.01%
2,582
-13
271
$224K 0.01%
1,620
272
$224K 0.01%
1,612
-64
273
$223K 0.01%
2,484
274
$222K 0.01%
2,346
275
$220K 0.01%
4,668
8 9 10
11
12