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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.69%
141,261
-11,588
52
$11.2M 0.68%
139,581
+4,854
53
$11.1M 0.67%
106,393
-4,427
54
$10.7M 0.65%
40,501
+1,528
55
$10.5M 0.64%
66,508
-101
56
$10.3M 0.63%
102,011
+20,893
57
$10.2M 0.62%
23,980
+263
58
$9.57M 0.58%
120,030
-8,676
59
$9.15M 0.56%
189,236
-24,844
60
$9.09M 0.55%
34,122
-3,116
61
$8.6M 0.52%
158,941
+8,153
62
$8.58M 0.52%
92,121
-4,279
63
$8.26M 0.5%
637,056
+16,140
64
$8.11M 0.49%
69,280
-1,093
65
$8.04M 0.49%
136,680
+20
66
$7.99M 0.49%
89,483
+5,053
67
$7.57M 0.46%
116,773
-270,863
68
$7.54M 0.46%
43,429
-9,114
69
$7.32M 0.45%
55,216
+1,627
70
$6.89M 0.42%
34,306
+720
71
$6.78M 0.41%
39,530
72
$6.73M 0.41%
87,252
-2,996
73
$6.52M 0.4%
405,480
+21,968
74
$6.42M 0.39%
44,715
-1,971
75
$6.15M 0.37%
177,249
+60,014
1 2
3
4 5