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
251
$376K 0.01%
3,326
+308
252
$372K 0.01%
8,494
253
$366K 0.01%
7,491
254
$337K 0.01%
20,250
+75
255
$336K 0.01%
1,522
+85
256
$336K 0.01%
2,719
-233
257
$324K 0.01%
2,917
258
$323K 0.01%
2,809
259
$322K 0.01%
3,197
260
$322K 0.01%
5,530
+7
261
$317K 0.01%
2,632
262
$315K 0.01%
6,382
-200
263
$314K 0.01%
+5,265
264
$312K 0.01%
26,562
265
$305K 0.01%
3,902
+100
266
$303K 0.01%
1,969
-200
267
$302K 0.01%
1,723
+201
268
$297K 0.01%
4,638
-87
269
$294K 0.01%
8,124
-2,500
270
$292K 0.01%
2,172
-300
271
$286K 0.01%
2,201
+161
272
$283K 0.01%
951
273
$280K 0.01%
3,878
274
$275K 0.01%
5,854
275
$274K 0.01%
5,590
-282
9 10
11
12 13