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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.15%
14,382
-1,258
102
$2.31M 0.14%
27,503
-3,900
103
$2.22M 0.14%
37,569
-2,447
104
$2.18M 0.13%
12,334
-456
105
$2.17M 0.13%
13,656
-725
106
$2.04M 0.12%
35,326
-7,518
107
$2.01M 0.12%
37,320
-5,020
108
$1.91M 0.12%
39,450
-7,727
109
$1.84M 0.11%
5,328
+237
110
$1.72M 0.1%
29,593
-17,190
111
$1.69M 0.1%
33,685
-3,450
112
$1.65M 0.1%
64,290
-32,575
113
$1.46M 0.09%
35,779
-580
114
$1.44M 0.09%
20,945
-3,000
115
$1.43M 0.09%
4,193
+80
116
$1.37M 0.08%
57,998
+7,690
117
$1.32M 0.08%
21,768
+1,800
118
$1.31M 0.08%
32,782
-6,437
119
$1.3M 0.08%
39,990
+900
120
$1.29M 0.08%
19,345
-775
121
$1.22M 0.07%
24,123
-954
122
$1.11M 0.07%
15,350
-11,195
123
$1.1M 0.07%
6,622
124
$1.07M 0.06%
5,864
-305
125
$1.05M 0.06%
22,057
-787
3 4
5
6 7