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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$809K 0.03%
10,310
152
$807K 0.03%
6,434
+1,391
153
$786K 0.03%
6,141
154
$779K 0.03%
4,741
155
$767K 0.03%
37,380
+1,000
156
$756K 0.03%
2,255
157
$754K 0.03%
36,950
+499
158
$740K 0.03%
13,236
+2,800
159
$735K 0.03%
6,660
+1,150
160
$710K 0.03%
4,238
-325
161
$684K 0.03%
4,577
+966
162
$682K 0.03%
14,060
-110
163
$673K 0.03%
2,547
+419
164
$669K 0.03%
3,483
+808
165
$666K 0.03%
2,998
+120
166
$655K 0.03%
2,535
167
$653K 0.03%
2,731
-35
168
$647K 0.03%
41,532
-533,036
169
$644K 0.03%
1,517
170
$634K 0.03%
11,702
-2,619
171
$611K 0.02%
8,027
172
$587K 0.02%
8,054
173
$584K 0.02%
2,154
174
$580K 0.02%
4,365
175
$577K 0.02%
4,483
5 6
7
8 9