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
301
$222K 0.01%
+1,948
302
$218K 0.01%
463
303
$217K 0.01%
+3,100
304
$206K 0.01%
816
305
$205K 0.01%
+1,041
306
$202K 0.01%
+3,490
307
$201K 0.01%
+1,413
308
$201K 0.01%
+2,859
309
$169K 0.01%
+10,057
310
$26.8K ﹤0.01%
107,659
311
$6.9K ﹤0.01%
4
-5
312
– –
-2,823
313
– –
-7,039
314
– –
-415,049
315
– –
-5,530
316
– –
-3,134
317
– –
-3,673
9 10 11 12
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