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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$6.67M
3 +$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$286K 0.01%
5,717
-1,575
252
$285K 0.01%
+12,322
253
$278K 0.01%
2,765
+297
254
$273K 0.01%
2,205
+33
255
$271K 0.01%
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256
$269K 0.01%
7,089
+14
257
$268K 0.01%
6,843
+2,428
258
$261K 0.01%
2,818
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259
$258K 0.01%
3,617
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260
$254K 0.01%
3,988
261
$253K 0.01%
2,996
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262
$252K 0.01%
2,809
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263
$252K 0.01%
4,813
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264
$249K 0.01%
3,850
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265
$248K 0.01%
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266
$248K 0.01%
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267
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998
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2,050
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269
$233K 0.01%
2,812
270
$232K 0.01%
1,182
+130
271
$230K 0.01%
2,414
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272
$227K 0.01%
1,612
273
$224K 0.01%
+3,118
274
$222K 0.01%
6,176
+44
275
$217K 0.01%
1,894
-84