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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.66M 0.24%
30,468
-1,845
77
$3.38M 0.22%
32,704
-132
78
$3.34M 0.21%
12,716
+6,950
79
$3.3M 0.21%
19,821
-169
80
$3.08M 0.2%
78,226
-8,360
81
$3M 0.19%
78,872
-31,977
82
$2.85M 0.18%
14,082
-2,766
83
$2.83M 0.18%
37,184
-6,365
84
$2.77M 0.18%
51,100
+2,556
85
$2.7M 0.17%
23,620
-3,997
86
$2.6M 0.17%
43,848
-1,941
87
$2.23M 0.14%
14,321
+3,702
88
$2.22M 0.14%
14,307
-10,464
89
$2.2M 0.14%
13,309
-1,512
90
$2.09M 0.13%
22,857
-174,072
91
$2.06M 0.13%
45,421
-401,380
92
$2.02M 0.13%
20,962
-1,664
93
$2.01M 0.13%
14,254
-1,365
94
$2M 0.13%
42,059
-17,879
95
$1.98M 0.13%
93,277
-27,300
96
$1.91M 0.12%
43,243
+488
97
$1.87M 0.12%
62,072
-20,050
98
$1.86M 0.12%
21,443
+290
99
$1.7M 0.11%
12,703
-652
100
$1.68M 0.11%
24,803
-218,879
2 3
4
5 6