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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.05%
12,210
+640
152
$1.2M 0.05%
15,704
153
$1.2M 0.05%
2,190
+80
154
$1.11M 0.04%
15,152
-271
155
$1.11M 0.04%
4,154
+3,114
156
$1.1M 0.04%
23,504
+728
157
$1.1M 0.04%
3,660
+63
158
$1.09M 0.04%
10,586
-17,143
159
$1.05M 0.04%
9,089
+1,262
160
$1.05M 0.04%
+29,431
161
$1.04M 0.04%
14,824
+400
162
$1.03M 0.04%
9,255
+2,509
163
$1.02M 0.04%
2,477
+81
164
$1.01M 0.04%
9,960
+1,563
165
$976K 0.04%
2,350
+94
166
$964K 0.04%
4,953
+848
167
$963K 0.04%
4,762
-172
168
$957K 0.04%
15,900
169
$955K 0.04%
5,284
+541
170
$948K 0.04%
2,640
-30
171
$947K 0.04%
20,218
+7,016
172
$943K 0.04%
11,580
-3,545
173
$928K 0.04%
7,533
+975
174
$918K 0.03%
8,632
+6,000
175
$911K 0.03%
39,830
+3,950
5 6
7
8 9