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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.49M 0.15%
8,523
-8,593
102
$4.42M 0.15%
42,770
-450
103
$4.37M 0.15%
37,944
-16,033
104
$3.83M 0.13%
9,316
+936
105
$3.72M 0.13%
95,317
-3,736
106
$3.72M 0.13%
90,434
-6,199
107
$3.7M 0.13%
43,934
-1,048
108
$3.55M 0.12%
17,918
-185
109
$3.55M 0.12%
43,795
-156
110
$3.38M 0.11%
66,983
+5,074
111
$3.33M 0.11%
91,911
+12,818
112
$3.33M 0.11%
11,236
-1,009
113
$3.31M 0.11%
49,054
-189
114
$3.3M 0.11%
101,910
-13,482
115
$3.27M 0.11%
13,691
-36
116
$3.18M 0.11%
7,217
-100
117
$3.08M 0.1%
42,586
-106
118
$3.08M 0.1%
4,358
-7
119
$2.95M 0.1%
5,066
-252
120
$2.94M 0.1%
22,420
-1,467
121
$2.85M 0.1%
68,945
+8,719
122
$2.84M 0.1%
+58,757
123
$2.75M 0.09%
10,492
-75
124
$2.63M 0.09%
44,671
+10,344
125
$2.6M 0.09%
52,550
+14,890
3 4
5
6 7