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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.4M 0.58%
51,328
-45,697
52
$14.9M 0.57%
456,391
-16,940
53
$13.8M 0.52%
98,880
-4,300
54
$13.6M 0.52%
52,235
-7,028
55
$13.3M 0.51%
58,649
+968
56
$13.3M 0.5%
878,958
+731,289
57
$13M 0.49%
97,151
+5,073
58
$12.3M 0.47%
27,114
+25,395
59
$11.8M 0.45%
61,481
+420
60
$11.6M 0.44%
25,631
+2,093
61
$11.3M 0.43%
55,700
-6,156
62
$11.1M 0.42%
72,473
+1,794
63
$11M 0.42%
89,064
+307
64
$10.4M 0.39%
109,550
+10,349
65
$10.3M 0.39%
+427,579
66
$10.2M 0.39%
+212,889
67
$10.2M 0.39%
28,948
+4,565
68
$10.1M 0.38%
44,319
-6,261
69
$8.53M 0.32%
18,718
-5,266
70
$8.02M 0.3%
13,580
-164
71
$7.97M 0.3%
94,111
+12,550
72
$7.01M 0.27%
43,255
+19,346
73
$6.92M 0.26%
33,714
-1,898
74
$6.79M 0.26%
62,910
+937
75
$6.3M 0.24%
200,000
1 2
3
4 5