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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.93M 0.57%
49,098
+826
52
$8.91M 0.57%
70,127
-3,831
53
$8.68M 0.56%
301,575
-26,320
54
$8.16M 0.52%
66,482
+1,474
55
$8.06M 0.52%
59,706
+5,869
56
$7.82M 0.5%
55,245
-4,273
57
$7.65M 0.49%
131,660
-840
58
$7.2M 0.46%
70,332
+888
59
$6.82M 0.44%
631,788
+410,268
60
$6.76M 0.43%
432,782
+33,344
61
$6.3M 0.4%
28,931
+2,194
62
$6.27M 0.4%
34,291
-411
63
$6.21M 0.4%
24,893
-41,653
64
$6.11M 0.39%
70,248
-9,889
65
$5.06M 0.33%
19,619
+1,025
66
$5.02M 0.32%
55,728
-241,694
67
$5.01M 0.32%
68,192
+3,863
68
$4.97M 0.32%
43,391
-12,196
69
$4.93M 0.32%
34,694
-5,180
70
$4.76M 0.31%
31,594
-1,023
71
$4.72M 0.3%
88,253
-15,635
72
$4.48M 0.29%
15,796
+939
73
$4.16M 0.27%
50,323
-4,238
74
$4.06M 0.26%
72,383
-8,864
75
$3.92M 0.25%
49,669
-1,770
1 2
3
4 5