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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.55%
396,092
+14,406
52
$13.4M 0.55%
55,639
-3,763
53
$13.1M 0.54%
44,686
-26
54
$13M 0.53%
247,235
-3,575
55
$12.9M 0.53%
501,532
+4,456
56
$12.9M 0.52%
88,027
+7,154
57
$12.4M 0.51%
88,916
+10,401
58
$12.2M 0.5%
58,820
+2,662
59
$12.1M 0.49%
62,812
-1,346
60
$10.9M 0.44%
34,260
+10,580
61
$9.97M 0.41%
49,893
-2,996
62
$9.06M 0.37%
64,778
-8,975
63
$8.07M 0.33%
36,902
-1,005
64
$8M 0.33%
14,004
-344
65
$7.31M 0.3%
17,041
+231
66
$7.05M 0.29%
25,740
-562
67
$6.9M 0.28%
25,279
+90
68
$6.79M 0.28%
62,160
-1,689
69
$6.66M 0.27%
84,835
-10,560
70
$6.15M 0.25%
42,370
-1,720
71
$6.01M 0.24%
55,221
-2,250
72
$5.83M 0.24%
12,121
-50
73
$5.63M 0.23%
47,660
-2,750
74
$5.47M 0.22%
14,003
+31
75
$5.44M 0.22%
20,642
-535
1 2
3
4 5