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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.72M 0.26%
45,309
-114
77
$7.55M 0.26%
18,440
+101
78
$7.23M 0.24%
+5,959
79
$7.19M 0.24%
65,358
-269
80
$7.16M 0.24%
141,615
-4,882
81
$6.93M 0.23%
116,744
+3,155
82
$6.9M 0.23%
19,504
+617
83
$6.86M 0.23%
40,369
-1,722
84
$6.63M 0.22%
80,803
-267
85
$6.62M 0.22%
27,920
+252
86
$6.4M 0.22%
24,332
+1,901
87
$6.4M 0.22%
105,355
-12,467
88
$6.25M 0.21%
41,929
-1,647
89
$6.14M 0.21%
61,383
+8,908
90
$6.12M 0.21%
20,446
+2,248
91
$5.83M 0.2%
77,361
+8,032
92
$5.7M 0.19%
28,412
-719
93
$5.63M 0.19%
9,005
-8
94
$5.58M 0.19%
18,405
-550
95
$5.15M 0.17%
153,064
+8,326
96
$5.12M 0.17%
37,015
-175
97
$5.03M 0.17%
20,484
+2,627
98
$4.97M 0.17%
231,047
-9,750
99
$4.79M 0.16%
30,881
+5,926
100
$4.5M 0.15%
177,363
-17,112
2 3
4
5 6