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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.3M 1.23%
231,543
-7,127
27
$34.6M 1.17%
76,424
-1,828
28
$33.3M 1.13%
154,232
-6,127
29
$33.2M 1.12%
157,476
-2,609
30
$32.8M 1.11%
202,539
-271
31
$30.3M 1.02%
199,324
+911
32
$29.4M 0.99%
530,125
-6,685
33
$28.9M 0.98%
87,860
-1,280
34
$26.6M 0.9%
85,071
+1,223
35
$26.3M 0.89%
107,987
-3,208
36
$25.8M 0.87%
324,620
-360
37
$25.1M 0.85%
176,142
+3,180
38
$23.2M 0.78%
48,517
-2,529
39
$22.9M 0.78%
779,810
+2,682
40
$22.9M 0.77%
162,579
+5,525
41
$22.7M 0.77%
41,622
+600
42
$22.1M 0.75%
349,650
+6,540
43
$21.6M 0.73%
95,924
+1,055
44
$20.4M 0.69%
48,840
-9,577
45
$20.3M 0.69%
395,869
-4,220
46
$19.6M 0.66%
599,164
-45,123
47
$19.6M 0.66%
140,001
-468
48
$18.3M 0.62%
22,492
-2,434
49
$18.1M 0.61%
362,731
-7,652
50
$17.4M 0.59%
50,234
-5,079
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