BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-12.83%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.56B
AUM Growth
+$1.56B
(-15%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
278
New
43
Increased
79
Reduced
116
Closed
12
Top Buys
| 1 |
Tyler Technologies
TYL
|
$37.3M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$16.1M |
| 3 |
Sherwin-Williams
SHW
|
$13.3M |
| 4 |
Broadridge
BR
|
$11.4M |
| 5 |
Brown & Brown
BRO
|
$11.1M |
Top Sells
| 1 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$41.3M |
| 2 |
JPMorgan Chase
JPM
|
$21.8M |
| 3 |
Live Nation Entertainment
LYV
|
$18.2M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$15.9M |
| 5 |
Qualcomm
QCOM
|
$14.8M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 14.06% |
| 3 | Industrials | 13.19% |
| 4 | Financials | 12.71% |
| 5 | Materials | 5.85% |
