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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.59M 0.09%
33,451
-17,349
127
$2.53M 0.09%
8,798
-470
128
$2.41M 0.08%
6,865
-3,111
129
$2.4M 0.08%
4,237
-7
130
$2.39M 0.08%
21,980
-1,863
131
$2.37M 0.08%
56,541
-10,932
132
$2.31M 0.08%
24,057
+301
133
$2.16M 0.07%
23,061
+3,432
134
$2.13M 0.07%
21,885
-82
135
$2.12M 0.07%
22,602
-100
136
$2.1M 0.07%
72,555
-69,112
137
$2.02M 0.07%
42,645
-3,343
138
$1.98M 0.07%
18,677
+357
139
$1.96M 0.07%
34,947
-76
140
$1.96M 0.07%
65,877
-52,932
141
$1.9M 0.06%
6,937
-275
142
$1.9M 0.06%
21,222
+314
143
$1.89M 0.06%
25,700
144
$1.81M 0.06%
40,000
145
$1.77M 0.06%
12,269
-5,252
146
$1.75M 0.06%
21,982
-4,406
147
$1.74M 0.06%
96,000
+11,000
148
$1.68M 0.06%
44,200
+5,000
149
$1.65M 0.06%
7,402
+1,455
150
$1.63M 0.06%
18,073
-313
4 5
6
7 8