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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.09%
7,181
-2,003
102
$1.59M 0.09%
17,459
-7,344
103
$1.54M 0.08%
25,700
104
$1.52M 0.08%
8,303
+642
105
$1.49M 0.08%
6,955
+951
106
$1.43M 0.08%
8,214
-338
107
$1.41M 0.08%
24,950
+1,700
108
$1.39M 0.07%
12,444
-8,518
109
$1.38M 0.07%
34,530
-660
110
$1.32M 0.07%
23,980
-3,883
111
$1.27M 0.07%
4,296
+212
112
$1.27M 0.07%
14,201
-6,054
113
$1.26M 0.07%
25,500
+2,000
114
$1.26M 0.07%
47,645
+145
115
$1.24M 0.07%
14,269
116
$1.23M 0.07%
22,352
117
$1.19M 0.06%
6,592
118
$1.04M 0.06%
7,334
119
$1.02M 0.05%
19,616
120
$1.02M 0.05%
15,651
-1,637
121
$1.02M 0.05%
21,363
-10,090
122
$1.01M 0.05%
17,193
-1,020
123
$1M 0.05%
43,909
-331
124
$984K 0.05%
10,752
-12,105
125
$963K 0.05%
13,932
3 4
5
6 7