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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 1.33%
113,308
+3,156
27
$20.2M 1.3%
207,140
+1,720
28
$19.1M 1.23%
102,549
+5,040
29
$19M 1.22%
254,597
+50,248
30
$18.5M 1.19%
1,545,279
+687,327
31
$16.1M 1.03%
+276,130
32
$15.8M 1.01%
204,337
+10,357
33
$14.9M 0.96%
181,622
+14,268
34
$14.3M 0.92%
214,455
+5,938
35
$12.9M 0.83%
425,456
+4,397
36
$12.2M 0.79%
407,736
-15,092
37
$11.6M 0.74%
199,000
-13,060
38
$11.1M 0.72%
+307,263
39
$11.1M 0.71%
147,771
+9,007
40
$10.9M 0.7%
288,313
+6,247
41
$10.7M 0.69%
168,152
+9,370
42
$10.4M 0.67%
314,789
-7,182
43
$9.87M 0.63%
124,728
+6,918
44
$9.71M 0.62%
176,625
+8,201
45
$9.61M 0.62%
70,320
-6,771
46
$9.51M 0.61%
86,433
-4,304
47
$9.48M 0.61%
29,800
-3,507
48
$9.4M 0.6%
21,374
-1,942
49
$9.27M 0.6%
154,048
-12,520
50
$9.17M 0.59%
69,211
-14,145
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