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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.03M 0.37%
39,820
-4,654
77
$5.67M 0.34%
71,377
+118
78
$5.34M 0.32%
18,899
-107
79
$5.18M 0.32%
26,297
-3,340
80
$5.03M 0.31%
93,205
+3,270
81
$4.96M 0.3%
58,893
-15,068
82
$4.8M 0.29%
61,063
+7,542
83
$4.76M 0.29%
69,546
-4,248
84
$4.76M 0.29%
59,063
-4,304
85
$4.52M 0.28%
56,563
-171
86
$4.31M 0.26%
21,802
-1,484
87
$4.19M 0.25%
15,308
-994
88
$3.72M 0.23%
33,956
-4,810
89
$3.7M 0.23%
45,647
-1,187
90
$3.55M 0.22%
66,106
+1,309
91
$3.42M 0.21%
124,157
-521,848
92
$3.36M 0.2%
17,665
-2,158
93
$3.33M 0.2%
82,428
-3,132
94
$2.99M 0.18%
15,747
-790
95
$2.91M 0.18%
17,393
+279
96
$2.85M 0.17%
10,003
-4,695
97
$2.59M 0.16%
23,665
-1,992
98
$2.55M 0.16%
22,982
+3,119
99
$2.54M 0.15%
6,656
+479
100
$2.43M 0.15%
51,829
-2,331
2 3
4
5 6