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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.9M 0.07%
4,031
-157
127
$1.89M 0.07%
9,590
-705
128
$1.89M 0.07%
5,549
+38
129
$1.79M 0.07%
18,103
+23
130
$1.77M 0.07%
6,169
+271
131
$1.76M 0.07%
10,794
+881
132
$1.72M 0.07%
34,593
+306
133
$1.68M 0.06%
7,543
+727
134
$1.67M 0.06%
153,593
+547
135
$1.65M 0.06%
18,024
+107
136
$1.64M 0.06%
+63,422
137
$1.61M 0.06%
13,697
+213
138
$1.59M 0.06%
34,100
-18,750
139
$1.59M 0.06%
3
140
$1.58M 0.06%
19,380
+6,870
141
$1.57M 0.06%
20,770
-2,426
142
$1.51M 0.06%
12,132
-273
143
$1.5M 0.06%
8,114
+1,109
144
$1.45M 0.06%
10,592
+506
145
$1.36M 0.05%
21,570
+7,090
146
$1.35M 0.05%
+20,092
147
$1.34M 0.05%
54,600
+946
148
$1.33M 0.05%
15,000
149
$1.29M 0.05%
6,737
-520
150
$1.28M 0.05%
25,060
+8,062
4 5
6
7 8