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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.2M 1.34%
79,012
-25
27
$32.5M 1.23%
73,601
-633
28
$30.7M 1.17%
211,859
+6,035
29
$30.3M 1.15%
388,530
+86,811
30
$29.7M 1.13%
114,478
-3,525
31
$29.4M 1.12%
117,175
+543
32
$29M 1.1%
771,052
-4,190
33
$29M 1.1%
177,640
+4,580
34
$26.2M 0.99%
443,572
+151,719
35
$24.4M 0.93%
1,457,834
+748,156
36
$22.2M 0.84%
158,640
-6,740
37
$21.7M 0.83%
171,358
+2,044
38
$21.6M 0.82%
69,685
-922
39
$20.2M 0.77%
113,776
-1,810
40
$19.6M 0.74%
248,050
-32,760
41
$19.2M 0.73%
357,630
+71,130
42
$18.5M 0.7%
347,883
-2,585
43
$18.5M 0.7%
1,317,540
+36,991
44
$18.4M 0.7%
24,036
+175
45
$18.1M 0.69%
+101,407
46
$17.6M 0.67%
213,388
+78,607
47
$17.3M 0.66%
+91,652
48
$17M 0.65%
67,950
+8,599
49
$16.7M 0.63%
103,356
+2,545
50
$15.7M 0.6%
480,170
+10,655
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