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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.57%
24,247
-657
52
$13.5M 0.54%
250,810
+600
53
$13.3M 0.54%
381,686
+28,937
54
$13.3M 0.54%
109,000
-2,720
55
$12.9M 0.52%
497,076
+17,738
56
$12.7M 0.51%
57,869
-3,528
57
$12.4M 0.5%
+56,158
58
$12.3M 0.5%
64,158
-128
59
$11M 0.44%
78,515
+20,629
60
$10.5M 0.42%
52,889
-4,337
61
$9.95M 0.4%
73,753
-5,695
62
$9.44M 0.38%
574,568
+10,320
63
$9.11M 0.37%
+72,021
64
$8.7M 0.35%
37,907
-288
65
$7.24M 0.29%
14,348
-474
66
$7.21M 0.29%
63,849
-157
67
$7.2M 0.29%
16,810
+96
68
$7.14M 0.29%
26,302
-532
69
$7.13M 0.29%
57,471
-650
70
$7M 0.28%
25,189
+100
71
$6.99M 0.28%
95,395
-3,025
72
$6.81M 0.28%
44,090
-3,447
73
$6.5M 0.26%
+23,680
74
$5.98M 0.24%
12,171
-100
75
$5.84M 0.24%
50,410
-1,588
1 2
3
4 5