BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-0.12%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$3.31B
AUM Growth
+$3.31B
(-1.4%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
34.32%
Holding
352
New
25
Increased
161
Reduced
101
Closed
16
Top Buys
| 1 |
LB
LandBridge Company LLC
LB
|
$15.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$9.05M |
| 3 |
Pfizer
PFE
|
$6.99M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$5.09M |
| 5 |
Invesco QQQ Trust
QQQ
|
$3.75M |
Top Sells
| 1 |
CDW
CDW
|
$24.9M |
| 2 |
SiteOne Landscape Supply
SITE
|
$13.7M |
| 3 |
American Tower
AMT
|
$4.96M |
| 4 |
Tyler Technologies
TYL
|
$4.36M |
| 5 |
A.O. Smith
AOS
|
$2.65M |
Sector Composition
| 1 | Technology | 25.18% |
| 2 | Financials | 17.09% |
| 3 | Industrials | 16.05% |
| 4 | Healthcare | 6.85% |
| 5 | Communication Services | 4.65% |
