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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.59M 0.23%
13,972
-124
77
$5.5M 0.22%
21,177
-850
78
$4.98M 0.2%
63,118
-3,474
79
$4.63M 0.19%
+94,386
80
$4.34M 0.18%
55,797
-2,453
81
$3.96M 0.16%
25,553
-390
82
$3.9M 0.16%
17,426
-225
83
$3.57M 0.14%
32,438
-113,143
84
$3.32M 0.13%
52,589
+581
85
$3.18M 0.13%
60,066
-300
86
$3.16M 0.13%
14,368
-1,225
87
$3.15M 0.13%
21,245
-4,480
88
$2.98M 0.12%
72,300
-225
89
$2.96M 0.12%
19,026
+92
90
$2.86M 0.12%
13,866
-45
91
$2.81M 0.11%
24,921
-2,025
92
$2.79M 0.11%
44,000
+4,000
93
$2.54M 0.1%
5,511
94
$2.53M 0.1%
28,932
-260
95
$2.48M 0.1%
173,596
-852
96
$2.44M 0.1%
25,150
-2,300
97
$2.4M 0.1%
6,888
-16
98
$2.19M 0.09%
9,462
-913
99
$2.18M 0.09%
52,098
-170
100
$2.18M 0.09%
7,474
-100
2 3
4
5 6