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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$460K 0.03%
14,500
+2,000
177
$450K 0.03%
5,876
-625
178
$446K 0.03%
8,614
-2,474
179
$445K 0.03%
2,215
-25
180
$442K 0.03%
7,719
-1,965
181
$435K 0.03%
+17,442
182
$433K 0.03%
2,957
-109
183
$422K 0.03%
3,113
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184
$407K 0.02%
5,735
185
$396K 0.02%
25,796
+1,500
186
$392K 0.02%
3,776
-199
187
$391K 0.02%
28,500
+3,500
188
$381K 0.02%
2,366
-87
189
$376K 0.02%
10,381
190
$376K 0.02%
2,900
191
$358K 0.02%
1,602
192
$347K 0.02%
6,940
-8,241
193
$345K 0.02%
12,011
194
$344K 0.02%
3,230
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195
$340K 0.02%
1,875
-240
196
$338K 0.02%
5,135
-2,689
197
$335K 0.02%
4,089
+266
198
$333K 0.02%
2,917
199
$331K 0.02%
1,812
-932
200
$307K 0.02%
2,125
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8
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