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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.12%
143,753
+2,434
27
$17.9M 1.09%
108,927
+4,235
28
$17.9M 1.09%
178,373
+24,985
29
$17.5M 1.07%
38,690
+2,973
30
$17.4M 1.06%
135,733
+5,418
31
$16.7M 1.02%
161,155
+3,442
32
$16.1M 0.98%
246,968
+24,776
33
$15.8M 0.96%
65,036
+881
34
$15.2M 0.92%
165,008
+10,841
35
$15M 0.91%
319,352
+11,876
36
$14.4M 0.88%
253,201
+7,082
37
$14.2M 0.86%
88,877
-15,096
38
$14.1M 0.86%
186,300
+5,412
39
$14M 0.85%
+262,770
40
$13.7M 0.83%
119,516
+16,066
41
$13.3M 0.81%
352,150
-100,160
42
$12.9M 0.78%
219,600
-4,660
43
$12.7M 0.77%
77,561
+1,141
44
$12.5M 0.76%
101,753
-1,881
45
$12.4M 0.75%
405,012
-21,067
46
$12.1M 0.74%
144,484
+6,724
47
$11.8M 0.72%
39,393
+2,695
48
$11.8M 0.72%
76,869
-5,833
49
$11.7M 0.71%
84,322
-306
50
$11.7M 0.71%
446,274
-2,402
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2
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