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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.3M 1.39%
107,505
+351
27
$33.2M 1.34%
624,828
+11,412
28
$30.7M 1.24%
178,600
-3,400
29
$30.7M 1.24%
113,647
+2,516
30
$29.4M 1.19%
85,066
-33,651
31
$29M 1.17%
76,630
+1,820
32
$28.8M 1.16%
121,446
+1,700
33
$28.8M 1.16%
919,265
-15,642
34
$28.1M 1.14%
321,744
-55,186
35
$26M 1.05%
759,540
+18,348
36
$24M 0.97%
289,677
-15,593
37
$21.8M 0.88%
174,080
-4,060
38
$21.1M 0.85%
502,138
+12,842
39
$21.1M 0.85%
242,110
+8,615
40
$21M 0.85%
23,958
+647
41
$20.8M 0.84%
167,761
+2,984
42
$19.8M 0.8%
275,416
+5,015
43
$19.2M 0.77%
351,600
+6,463
44
$18M 0.73%
142,417
-2,512
45
$16.8M 0.68%
99,182
+5,009
46
$16.3M 0.66%
236,581
+8,712
47
$15.7M 0.63%
44,712
+113
48
$15.5M 0.63%
80,873
+5,786
49
$14.6M 0.59%
61,437
-1,969
50
$14.4M 0.58%
59,402
-2,119
1
2
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