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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.09%
25,700
102
$2.18M 0.09%
4,046
-96
103
$2.17M 0.09%
5,511
104
$2.06M 0.08%
15,941
+2,071
105
$2.01M 0.08%
9,443
+620
106
$1.99M 0.08%
7,794
-300
107
$1.97M 0.08%
36,945
+3,263
108
$1.95M 0.08%
7,474
109
$1.93M 0.08%
13,947
+175
110
$1.93M 0.08%
13,123
+421
111
$1.88M 0.08%
4,213
-25
112
$1.74M 0.07%
42,865
+365
113
$1.72M 0.07%
10,470
-607
114
$1.71M 0.07%
10,093
+1,733
115
$1.66M 0.07%
21,955
+2,573
116
$1.65M 0.07%
+35,808
117
$1.64M 0.07%
19,129
+2,554
118
$1.64M 0.07%
31,284
+1,404
119
$1.62M 0.07%
7,386
+600
120
$1.59M 0.06%
41,500
121
$1.58M 0.06%
33,978
-150
122
$1.53M 0.06%
13,484
-448
123
$1.52M 0.06%
13,402
+60
124
$1.49M 0.06%
+16,267
125
$1.46M 0.06%
+27,857
3 4
5
6 7