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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.57%
295,960
-5,615
52
$9.99M 0.54%
74,289
+3,957
53
$9.85M 0.53%
459,804
+27,022
54
$9.5M 0.51%
55,315
+70
55
$9.12M 0.49%
128,560
-3,100
56
$9.05M 0.49%
67,337
-2,790
57
$8.96M 0.48%
149,248
-4,800
58
$8.74M 0.47%
67,426
-1,785
59
$7.56M 0.41%
29,238
+307
60
$6.59M 0.35%
22,358
-2,535
61
$6.51M 0.35%
623,748
-8,040
62
$5.95M 0.32%
41,526
-1,865
63
$5.91M 0.32%
69,283
-965
64
$5.87M 0.32%
30,559
-1,035
65
$5.8M 0.31%
18,798
-821
66
$5.71M 0.31%
31,965
-2,326
67
$5.62M 0.3%
15,508
-288
68
$5.45M 0.29%
31,186
-3,508
69
$5.23M 0.28%
57,249
+7,580
70
$5.23M 0.28%
55,634
-94
71
$5.03M 0.27%
73,700
+1,317
72
$4.89M 0.26%
66,333
-1,859
73
$4.84M 0.26%
49,355
-968
74
$4.42M 0.24%
72,566
-15,687
75
$4.32M 0.23%
23,955
+4,134
1 2
3
4 5