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
$3.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$25.2M
3
+$24.6M
4
RYAN icon
Ryan Specialty Holdings
RYAN
+$20.8M
5
MSCI icon
MSCI
MSCI
+$14.4M

Top Sells

1
+$31.5M
2
+$29.6M
3
+$25.2M
4
BWXT icon
BWX Technologies
BWXT
+$13.7M
5
FICO icon
Fair Isaac
FICO
+$11.5M

Sector Composition

1 Technology 23.65%
2 Industrials 18.37%
3 Financials 16.61%
4 Healthcare 8.07%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$254K 0.01%
1,435
+22
302
$249K 0.01%
3,100
303
$244K 0.01%
+1,000
304
$243K 0.01%
3,174
-124
305
$240K 0.01%
463
306
$239K 0.01%
3,490
307
$236K 0.01%
816
308
$234K 0.01%
+2,650
309
$231K 0.01%
+2,957
310
$230K 0.01%
1,948
311
$228K 0.01%
+7,846
312
$227K 0.01%
2,759
-209
313
$226K 0.01%
2,630
-600
314
$226K 0.01%
13,200
315
$218K 0.01%
+3,753
316
$217K 0.01%
2,364
-2,400
317
$216K 0.01%
+3,616
318
$215K 0.01%
1,484
-650
319
$213K 0.01%
+219
320
$212K 0.01%
2,859
321
$208K 0.01%
+920
322
$207K 0.01%
+7,420
323
$205K 0.01%
+1,668
324
$202K 0.01%
+11,271
325
$201K 0.01%
+1,233
10 11 12
13
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