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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$955K 0.05%
5,706
127
$942K 0.05%
6,969
-2,720
128
$940K 0.05%
17,055
-1,183
129
$932K 0.05%
34,600
130
$923K 0.05%
18,251
-770
131
$829K 0.04%
2,678
-192
132
$802K 0.04%
3
133
$791K 0.04%
25,060
+570
134
$747K 0.04%
19,154
-2,210
135
$742K 0.04%
7,795
-1,925
136
$740K 0.04%
2,246
-694
137
$730K 0.04%
4,444
138
$721K 0.04%
2,183
+47
139
$710K 0.04%
12,995
-250
140
$699K 0.04%
3,678
141
$662K 0.04%
17,172
-390,564
142
$653K 0.04%
16,493
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143
$646K 0.03%
8,230
144
$637K 0.03%
27,509
-7,781
145
$625K 0.03%
6,970
-1,340
146
$624K 0.03%
4,316
-8,387
147
$612K 0.03%
11,487
-2,000
148
$609K 0.03%
7,309
149
$608K 0.03%
6,394
-450
150
$594K 0.03%
43,200
-1,502,079
4 5
6
7 8