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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.05%
6,874
-130
127
$1.26M 0.05%
3
128
$1.24M 0.05%
6,501
+300
129
$1.18M 0.05%
15,000
+500
130
$1.16M 0.05%
16,004
-755
131
$1.09M 0.04%
3,543
-165
132
$1.07M 0.04%
4,658
+30
133
$1.01M 0.04%
3,477
+2,753
134
$1M 0.04%
48,600
+6,500
135
$991K 0.04%
18,250
+1,926
136
$985K 0.04%
15,900
-19,130
137
$944K 0.04%
14,127
138
$915K 0.04%
2,230
139
$908K 0.04%
21,736
+936
140
$881K 0.04%
36,380
+13,000
141
$874K 0.04%
8,340
-10
142
$847K 0.03%
6,331
-48
143
$838K 0.03%
14,321
-8,250
144
$802K 0.03%
10,310
-2,350
145
$795K 0.03%
2,255
-10
146
$793K 0.03%
6,141
+75
147
$792K 0.03%
36,451
-4,631
148
$785K 0.03%
4,741
149
$754K 0.03%
4,563
-345
150
$739K 0.03%
3,369
4 5
6
7 8