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BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
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
+$18.6M
2
+$15.9M
3
+$14.2M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.1M
5
CLVT icon
Clarivate
CLVT
+$12.4M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$13.8M
4
FAST icon
Fastenal
FAST
+$10M
5
FICO icon
Fair Isaac
FICO
+$4.62M

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
276
$219K 0.01%
+3,980
277
$214K 0.01%
+4,415
278
$212K 0.01%
1,937
-100
279
$210K 0.01%
1,950
-179
280
$206K 0.01%
+2,296
281
$202K 0.01%
+1,535
282
$200K 0.01%
+2,420
283
$96K ﹤0.01%
4
284
$69K ﹤0.01%
107,659
285
$38K ﹤0.01%
+10,000
286
– –
-2,400
287
– –
-3,966
288
– –
-3,010
289
– –
-1,183
290
– –
-18,712
291
– –
-2,688
292
– –
-4,522
293
– –
-7,425
294
– –
-2,170
295
– –
-5,500
296
– –
-601
297
– –
-20,500
298
– –
-2,212
299
– –
-8,420
300
– –
-8,782
8 9 10 11
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