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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$526K 0.02%
2,154
177
$519K 0.02%
7,440
-425
178
$514K 0.02%
2,675
179
$506K 0.02%
3,611
+115
180
$500K 0.02%
6,040
181
$497K 0.02%
1,559
182
$496K 0.02%
6,369
183
$491K 0.02%
3,700
184
$475K 0.02%
1,966
-200
185
$472K 0.02%
4,785
186
$467K 0.02%
8,555
-2,970
187
$462K 0.02%
9,516
-430
188
$462K 0.02%
8,426
189
$461K 0.02%
2,047
190
$456K 0.02%
2,612
191
$443K 0.02%
3,225
-11
192
$419K 0.02%
5,129
-85
193
$417K 0.02%
12,376
+1,736
194
$415K 0.02%
1,749
-64
195
$410K 0.02%
5,616
196
$408K 0.02%
7,912
+1,490
197
$403K 0.02%
3,767
-443
198
$396K 0.02%
2,917
199
$388K 0.02%
1,300
200
$384K 0.02%
4,784
6 7
8
9 10