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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$734K 0.03%
2,766
152
$724K 0.03%
12,916
+205
153
$703K 0.03%
10,430
154
$676K 0.03%
14,170
-200
155
$643K 0.03%
6,322
-100
156
$641K 0.03%
2,878
-238
157
$638K 0.03%
4,483
158
$626K 0.03%
5,043
159
$616K 0.02%
5,510
+120
160
$612K 0.02%
4,365
161
$606K 0.02%
8,027
162
$596K 0.02%
6,750
163
$595K 0.02%
10,436
-2,924
164
$594K 0.02%
9,370
-750
165
$586K 0.02%
18,282
166
$586K 0.02%
8,054
167
$574K 0.02%
2,535
168
$566K 0.02%
2,600
169
$545K 0.02%
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170
$542K 0.02%
2,701
171
$540K 0.02%
1,255
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172
$539K 0.02%
6,455
-250
173
$539K 0.02%
3,097
-1,624
174
$536K 0.02%
6,552
175
$530K 0.02%
2,128
5 6
7
8 9