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
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$466K 0.03%
2,453
+145
177
$465K 0.03%
6,501
+175
178
$457K 0.03%
4,448
-2
179
$451K 0.03%
11,972
-40
180
$449K 0.03%
5,197
+229
181
$435K 0.03%
2,911
+154
182
$432K 0.03%
11,088
+1,000
183
$410K 0.03%
3,066
+109
184
$400K 0.03%
3,028
-121
185
$398K 0.03%
5,422
-2,200
186
$393K 0.03%
6,100
+1,091
187
$390K 0.03%
2,240
188
$390K 0.03%
10,600
-367
189
$378K 0.03%
12,500
+1,000
190
$374K 0.03%
2,943
+23
191
$373K 0.03%
5,735
192
$354K 0.02%
3,975
+499
193
$343K 0.02%
4,606
-227
194
$341K 0.02%
2,115
-74
195
$341K 0.02%
2,917
196
$340K 0.02%
2,161
+200
197
$339K 0.02%
25,000
+991
198
$333K 0.02%
2,900
-194
199
$329K 0.02%
1,094
-1,206
200
$324K 0.02%
3,774
-8,541
6 7
8
9 10