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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.12M 0.23%
11,998
-419
77
$6.1M 0.23%
21,959
-1,801
78
$5.89M 0.22%
49,757
+1,777
79
$5.84M 0.22%
11,918
-108
80
$5.58M 0.21%
24,526
+21,748
81
$5.52M 0.21%
67,243
+8,226
82
$5.5M 0.21%
15,158
+13,010
83
$5.47M 0.21%
112,435
+50,927
84
$5.16M 0.2%
38,346
-4,738
85
$4.97M 0.19%
18,188
+1,319
86
$4.58M 0.17%
+42,573
87
$4.57M 0.17%
50,535
-3,331
88
$4.51M 0.17%
54,663
+2,244
89
$4.38M 0.17%
36,542
+6,220
90
$4.34M 0.16%
26,781
+372
91
$4.29M 0.16%
144,486
-358,350
92
$4.29M 0.16%
16,028
-4,134
93
$4.02M 0.15%
54,612
-10,948
94
$3.92M 0.15%
70,363
+4,343
95
$3.57M 0.14%
26,173
+4,136
96
$3.54M 0.13%
21,134
+3,251
97
$3.53M 0.13%
85,709
+3,411
98
$3.52M 0.13%
44,245
+245
99
$3.5M 0.13%
+32,707
100
$3.42M 0.13%
74,237
+57,506
2 3
4
5 6