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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.1M 0.58%
65,324
-607
52
$16.4M 0.55%
+375,244
53
$16M 0.54%
60,645
-508
54
$15.9M 0.54%
97,799
-2,656
55
$15.6M 0.53%
32,874
-97
56
$13.6M 0.46%
58,742
-6,657
57
$13.2M 0.45%
122,036
-1,193
58
$12.7M 0.43%
134,503
+702
59
$12.7M 0.43%
165,410
+10,865
60
$12.6M 0.43%
74,324
+2,913
61
$12.4M 0.42%
79,172
+1,542
62
$11.4M 0.39%
19,169
-281
63
$11M 0.37%
98,400
+1,480
64
$10.7M 0.36%
20,230
+591
65
$10.3M 0.35%
28,797
-4,277
66
$10.1M 0.34%
69,026
+2,266
67
$10.1M 0.34%
22,345
+287
68
$9.92M 0.34%
45,690
-8,104
69
$9.09M 0.31%
28,079
+72
70
$8.62M 0.29%
59,161
-2,272
71
$8.36M 0.28%
76,725
+2,836
72
$8.31M 0.28%
16,382
+77
73
$8.21M 0.28%
171,343
-7,206
74
$7.99M 0.27%
54,196
+1,608
75
$7.85M 0.27%
33,686
-2,944
1 2
3
4 5