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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$627K 0.04%
21,540
152
$627K 0.04%
6,885
-834
153
$601K 0.04%
4,290
-212
154
$599K 0.04%
11,147
-471
155
$589K 0.04%
19,590
-1,770
156
$578K 0.04%
3,285
-275
157
$575K 0.04%
5,540
-212
158
$569K 0.03%
7,027
159
$557K 0.03%
10,551
160
$555K 0.03%
6,284
+862
161
$552K 0.03%
10,675
162
$549K 0.03%
3,435
163
$535K 0.03%
15,229
-1,981
164
$521K 0.03%
6,002
-1,800
165
$518K 0.03%
5,754
+557
166
$516K 0.03%
11,972
167
$496K 0.03%
3,925
-523
168
$492K 0.03%
2,630
-281
169
$492K 0.03%
10,826
-1,051
170
$476K 0.03%
6,400
+300
171
$475K 0.03%
7,585
-1,140
172
$473K 0.03%
11,010
-1,778
173
$464K 0.03%
4,310
+1,459
174
$463K 0.03%
3,028
175
$461K 0.03%
10,716
+116
5 6
7
8 9