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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.09%
8,823
-1,100
102
$2.14M 0.09%
25,700
103
$2.12M 0.09%
21,990
-800
104
$2.11M 0.09%
12,702
-639
105
$2.07M 0.08%
8,094
+255
106
$2.03M 0.08%
4,142
107
$1.99M 0.08%
4,238
-400
108
$1.98M 0.08%
13,870
-725
109
$1.94M 0.08%
41,500
+4,000
110
$1.89M 0.08%
33,682
-1,514
111
$1.89M 0.08%
6,411
112
$1.85M 0.07%
+13,772
113
$1.81M 0.07%
11,077
-655
114
$1.79M 0.07%
14,424
115
$1.63M 0.07%
6,786
-27
116
$1.62M 0.07%
29,880
-1,378
117
$1.6M 0.06%
34,128
-600
118
$1.58M 0.06%
42,500
-50,000
119
$1.58M 0.06%
19,382
-75
120
$1.47M 0.06%
8,360
-1,074
121
$1.44M 0.06%
13,932
122
$1.41M 0.06%
15,945
-550
123
$1.41M 0.06%
16,575
-350
124
$1.39M 0.06%
+13,342
125
$1.35M 0.05%
2,136
3 4
5
6 7