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
$2.67B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.3M
3
+$6.29M
4
KVUE icon
Kenvue
KVUE
+$4.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.16M

Top Sells

1
+$11.5M
2
+$9.88M
3
+$4.82M
4
AVTR icon
Avantor
AVTR
+$3.99M
5
DG icon
Dollar General
DG
+$3.87M

Sector Composition

1 Technology 23.85%
2 Industrials 17.43%
3 Financials 14.17%
4 Healthcare 8.9%
5 Materials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.82M 0.14%
50,800
-5,169
102
$3.79M 0.14%
96,633
-3,751
103
$3.78M 0.14%
141,667
-37,555
104
$3.72M 0.14%
24,955
-257
105
$3.64M 0.14%
17,857
-945
106
$3.48M 0.13%
118,809
-25,586
107
$3.47M 0.13%
99,053
-831
108
$3.33M 0.12%
61,909
+124
109
$3.29M 0.12%
43,951
-3,600
110
$3.24M 0.12%
13,727
+24
111
$3.24M 0.12%
49,243
+65
112
$3.24M 0.12%
44,982
-158
113
$3.23M 0.12%
12,245
+92
114
$3.15M 0.12%
115,392
-3,924
115
$3.12M 0.12%
8,380
+58
116
$3.07M 0.11%
18,103
-237
117
$3.06M 0.11%
9,976
+301
118
$2.96M 0.11%
42,692
-17
119
$2.86M 0.11%
5,318
-35
120
$2.67M 0.1%
7,317
-4
121
$2.56M 0.1%
23,887
-1,064
122
$2.53M 0.09%
79,093
+13,651
123
$2.52M 0.09%
67,473
+4,945
124
$2.49M 0.09%
9,268
-359
125
$2.44M 0.09%
4,365
+7
3 4
5
6 7