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
276
$321K 0.01%
1,318
277
$319K 0.01%
2,134
-67
278
$309K 0.01%
6,382
279
$307K 0.01%
3,878
280
$302K 0.01%
1,725
281
$301K 0.01%
8,124
282
$299K 0.01%
5,854
283
$298K 0.01%
7,892
-247
284
$297K 0.01%
4,314
-4,060
285
$288K 0.01%
4,414
-224
286
$283K 0.01%
25,062
-1,500
287
$278K 0.01%
1,791
288
$277K 0.01%
2,628
289
$272K 0.01%
3,596
-220
290
$270K 0.01%
586
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291
$268K 0.01%
4,000
292
$262K 0.01%
3,230
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293
$262K 0.01%
1,968
294
$260K 0.01%
+11,250
295
$254K 0.01%
3,298
-1,867
296
$252K 0.01%
+10,841
297
$250K 0.01%
13,200
298
$250K 0.01%
798
299
$250K 0.01%
2,968
+29
300
$235K 0.01%
1,583
9 10 11
12
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