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
276
$273K 0.01%
1,318
+46
277
$264K 0.01%
3,816
-475
278
$264K 0.01%
8,139
-46,617
279
$248K 0.01%
2,628
280
$244K 0.01%
1,725
281
$240K 0.01%
3,197
+446
282
$240K 0.01%
+1,583
283
$237K 0.01%
3,659
+760
284
$237K 0.01%
2,939
-115
285
$233K 0.01%
7,039
286
$225K 0.01%
1,791
287
$222K 0.01%
3,134
288
$221K 0.01%
1,968
-33
289
$219K 0.01%
561
+34
290
$218K 0.01%
13,200
-140
291
$217K 0.01%
798
292
$216K 0.01%
816
293
$214K 0.01%
+3,673
294
$214K 0.01%
4,000
295
$214K 0.01%
2,823
-1,028
296
$203K 0.01%
+2,250
297
$202K 0.01%
463
298
$39.7K ﹤0.01%
+107,659
299
$13.8K ﹤0.01%
+9
300
– –
-2,665
9 10 11
12
13