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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.1%
5,033
+1,035
102
$1.53M 0.1%
9,184
-2,485
103
$1.51M 0.1%
22,740
-405
104
$1.47M 0.09%
20,255
-12,894
105
$1.46M 0.09%
5,511
-167
106
$1.42M 0.09%
+25,700
107
$1.41M 0.09%
23,755
-4,008
108
$1.41M 0.09%
27,863
-2,890
109
$1.34M 0.09%
29,500
+2,000
110
$1.33M 0.09%
35,190
-1,425
111
$1.29M 0.08%
31,453
-8,545
112
$1.14M 0.07%
7,661
-135
113
$1.06M 0.07%
23,250
+2,950
114
$1.04M 0.07%
22,352
+3,452
115
$1.03M 0.07%
17,288
-7,297
116
$1.01M 0.07%
18,213
-561
117
$980K 0.06%
6,004
+1,656
118
$980K 0.06%
18,238
-10,277
119
$978K 0.06%
6,592
-30
120
$974K 0.06%
44,240
+224
121
$939K 0.06%
4,084
+1,361
122
$938K 0.06%
7,334
-433
123
$909K 0.06%
19,021
+5,867
124
$876K 0.06%
13,932
+10,182
125
$845K 0.05%
5,706
3 4
5
6 7