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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.01M 0.2%
+200,000
77
$4.44M 0.18%
56,960
-6,158
78
$4.36M 0.18%
58,037
+2,240
79
$4.18M 0.17%
35,091
-107,326
80
$4.16M 0.17%
59,502
-177,079
81
$3.79M 0.15%
24,672
-881
82
$3.67M 0.15%
17,738
+312
83
$3.65M 0.15%
30,382
-2,056
84
$3.56M 0.14%
21,723
+2,697
85
$3.54M 0.14%
65,077
+5,011
86
$3.24M 0.13%
76,300
+4,000
87
$3.03M 0.12%
15,454
+1,086
88
$2.99M 0.12%
50,807
-1,782
89
$2.93M 0.12%
25,150
90
$2.89M 0.12%
13,866
91
$2.84M 0.12%
18,909
-2,336
92
$2.75M 0.11%
25,487
+566
93
$2.56M 0.1%
28,092
-840
94
$2.44M 0.1%
50,874
-1,224
95
$2.42M 0.1%
7,140
+252
96
$2.42M 0.1%
25,706
+3,716
97
$2.39M 0.1%
44,000
98
$2.35M 0.1%
173,567
-29
99
$2.33M 0.1%
7,290
+879
100
$2.29M 0.09%
9,504
+42
2 3
4
5 6