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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.25M 0.23%
32,145
+1,677
77
$4.15M 0.22%
12,788
+72
78
$3.8M 0.2%
32,454
-250
79
$3.66M 0.2%
78,524
+298
80
$3.63M 0.2%
36,931
-253
81
$3.11M 0.17%
13,198
-884
82
$2.88M 0.15%
14,471
+150
83
$2.81M 0.15%
16,603
+2,349
84
$2.79M 0.15%
15,121
+1,812
85
$2.77M 0.15%
62,058
-16,814
86
$2.74M 0.15%
45,802
-5,298
87
$2.63M 0.14%
14,307
88
$2.51M 0.13%
19,232
-4,388
89
$2.36M 0.13%
37,988
-4,071
90
$2.19M 0.12%
35,462
-8,386
91
$2.13M 0.11%
34,500
+5,000
92
$2.02M 0.11%
61,572
-500
93
$2.01M 0.11%
84,629
-8,648
94
$1.99M 0.11%
5,511
95
$1.9M 0.1%
42,804
-2,617
96
$1.88M 0.1%
4,833
-200
97
$1.86M 0.1%
21,443
98
$1.7M 0.09%
38,046
-5,197
99
$1.68M 0.09%
22,412
-1,343
100
$1.67M 0.09%
22,786
+46
2 3
4
5 6