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
$1.76B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$881K
3
+$839K
4
STE icon
Steris
STE
+$757K
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$714K

Top Sells

1
+$3.19M
2
+$2.02M
3
+$1.11M
4
JNJ icon
Johnson & Johnson
JNJ
+$976K
5
AAPL icon
Apple
AAPL
+$671K

Sector Composition

1 Technology 17.09%
2 Industrials 13.37%
3 Financials 12.81%
4 Healthcare 12.4%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$625K 0.04%
7,309
+1,574
152
$574K 0.03%
5,540
-100
153
$555K 0.03%
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-750
154
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155
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4,313
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156
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6,144
-267
157
$539K 0.03%
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158
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3,185
159
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8,552
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160
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161
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162
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163
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164
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165
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166
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167
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168
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169
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170
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2,630
171
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10,885
173
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8,013
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174
$440K 0.03%
15,940
-3,500
175
$438K 0.02%
2,032
-216
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7
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