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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$575K 0.04%
8,230
-650
152
$574K 0.04%
6,044
153
$572K 0.04%
7,309
154
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155
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156
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18,136
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157
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2,136
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158
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8,027
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$513K 0.03%
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163
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11,925
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166
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168
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169
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170
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172
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173
$388K 0.02%
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174
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7,925
-1,600
175
$371K 0.02%
8,110
-400
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8 9