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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.8M 1.39%
110,457
+5,593
27
$25.2M 1.35%
69,032
+2,781
28
$23.3M 1.25%
572,226
+264,963
29
$21.2M 1.14%
316,650
+40,520
30
$20.6M 1.11%
267,275
+12,678
31
$20.5M 1.1%
113,670
+362
32
$20.1M 1.08%
199,915
-4,422
33
$20M 1.08%
188,736
+7,114
34
$16.2M 0.87%
213,585
-870
35
$15.9M 0.85%
506,868
+81,412
36
$14.5M 0.78%
205,020
+6,020
37
$14.1M 0.76%
170,168
+45,440
38
$13.9M 0.75%
171,136
+2,984
39
$13.6M 0.73%
31,290
+1,490
40
$13.6M 0.73%
288,161
-152
41
$13.3M 0.71%
339,898
+25,109
42
$13M 0.7%
+434,193
43
$12.7M 0.68%
154,793
+7,022
44
$12M 0.65%
22,043
+669
45
$11.7M 0.63%
61,525
+1,819
46
$11.6M 0.62%
49,635
+537
47
$11M 0.59%
69,930
+3,448
48
$10.7M 0.58%
72,082
+1,762
49
$10.7M 0.57%
175,045
-1,580
50
$10.6M 0.57%
88,786
+2,353
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