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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$399K 0.02%
7,225
-700
177
$378K 0.02%
11,123
178
$376K 0.02%
3,547
179
$371K 0.02%
6,013
-84
180
$368K 0.02%
8,535
-3,390
181
$367K 0.02%
4,205
-506
182
$366K 0.02%
1,951
-27
183
$362K 0.02%
2,860
-1,558
184
$360K 0.02%
3,544
185
$359K 0.02%
1,366
+250
186
$354K 0.02%
1,153
187
$350K 0.02%
+15,739
188
$349K 0.02%
2,750
-383
189
$346K 0.02%
760
190
$345K 0.02%
1,517
191
$342K 0.02%
7,739
-2,521
192
$338K 0.02%
5,105
193
$319K 0.02%
2,128
194
$318K 0.02%
2,960
+480
195
$316K 0.02%
3,675
196
$312K 0.02%
7,360
-750
197
$310K 0.02%
2,868
198
$309K 0.02%
2,520
+486
199
$308K 0.02%
3,956
-2,975
200
$300K 0.02%
8,904
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