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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.42M 0.06%
7,004
+130
127
$1.38M 0.06%
14,424
128
$1.36M 0.06%
+30,535
129
$1.35M 0.05%
5,833
+1,175
130
$1.34M 0.05%
2,151
+15
131
$1.27M 0.05%
6,501
132
$1.23M 0.05%
3
133
$1.17M 0.05%
3,543
134
$1.16M 0.05%
15,704
-300
135
$1.14M 0.05%
+11,570
136
$1.14M 0.05%
14,670
-1,275
137
$1.07M 0.04%
15,000
138
$996K 0.04%
18,440
+5,524
139
$992K 0.04%
3,477
140
$968K 0.04%
9,540
+1,200
141
$948K 0.04%
21,736
142
$948K 0.04%
2,230
143
$943K 0.04%
15,900
144
$888K 0.04%
6,708
+377
145
$877K 0.04%
48,600
146
$849K 0.03%
12,873
+2,443
147
$836K 0.03%
14,127
148
$833K 0.03%
3,926
+557
149
$819K 0.03%
9,647
+3,192
150
$819K 0.03%
16,384
-1,866
4 5
6
7 8