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
251
$443K 0.02%
4,661
-203
252
$441K 0.01%
1,951
-338
253
$441K 0.01%
3,318
-8
254
$435K 0.01%
5,284
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255
$423K 0.01%
4,364
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256
$423K 0.01%
24,000
-880
257
$414K 0.01%
8,494
258
$406K 0.01%
7,785
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259
$402K 0.01%
9,183
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260
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2,632
261
$388K 0.01%
7,491
262
$387K 0.01%
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263
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2,719
264
$377K 0.01%
20,337
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265
$377K 0.01%
4,183
+281
266
$373K 0.01%
3,213
267
$354K 0.01%
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268
$353K 0.01%
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269
$351K 0.01%
2,809
270
$350K 0.01%
3,197
271
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1,743
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272
$345K 0.01%
951
273
$342K 0.01%
1,969
274
$337K 0.01%
+22,811
275
$324K 0.01%
2,172
9 10
11
12 13