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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.06%
8,402
-549
127
$1.03M 0.06%
19,671
128
$1.01M 0.06%
8,152
-1,450
129
$964K 0.06%
7,149
+112
130
$959K 0.06%
7,856
-50
131
$958K 0.06%
49,000
132
$904K 0.06%
3
133
$864K 0.05%
4,908
+153
134
$856K 0.05%
20,140
-6,645
135
$846K 0.05%
9,010
-257
136
$838K 0.05%
17,384
-4,040
137
$826K 0.05%
15,623
-1,525
138
$823K 0.05%
23,000
+1,500
139
$797K 0.05%
10,580
-840
140
$786K 0.05%
15,200
-4,374
141
$765K 0.05%
12,093
-635
142
$737K 0.04%
8,485
+40
143
$733K 0.04%
2,803
+162
144
$720K 0.04%
8,143
-2,157
145
$718K 0.04%
6,563
-635
146
$663K 0.04%
12,454
-8,260
147
$654K 0.04%
7,588
-669
148
$643K 0.04%
4,955
-754
149
$643K 0.04%
11,025
150
$632K 0.04%
3,091
4 5
6
7 8