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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.13%
16,262
-922
102
$3.38M 0.13%
+43,417
103
$3.21M 0.12%
24,210
-4,642
104
$3.16M 0.12%
24,900
-200
105
$3.05M 0.12%
+115,842
106
$2.93M 0.11%
29,896
+3,410
107
$2.91M 0.11%
8,617
+1,026
108
$2.9M 0.11%
24,647
-2,205
109
$2.88M 0.11%
+34,517
110
$2.7M 0.1%
48,648
-1,360
111
$2.62M 0.1%
10,587
+947
112
$2.6M 0.1%
43,646
-5,658
113
$2.58M 0.1%
53,468
+19,146
114
$2.57M 0.1%
69,367
+28,954
115
$2.55M 0.1%
16,666
+1,551
116
$2.53M 0.1%
10,456
-1,099
117
$2.5M 0.09%
67,816
+55,108
118
$2.46M 0.09%
25,700
119
$2.46M 0.09%
21,164
+3,687
120
$2.44M 0.09%
13,833
+117
121
$2.25M 0.09%
8,569
+895
122
$2.2M 0.08%
47,000
+4,000
123
$2.17M 0.08%
43,865
+6,855
124
$2.08M 0.08%
33,616
+3,646
125
$2.03M 0.08%
4,228
+267
3 4
5
6 7