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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
Fair Isaac
FICO
+$4.56M

Sector Composition

1 Technology 22.61%
2 Industrials 16.61%
3 Financials 13.36%
4 Healthcare 10.05%
5 Real Estate 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$861K 0.03%
14,214
+1,486
177
$843K 0.03%
5,555
+2,727
178
$829K 0.03%
2,907
+36
179
$809K 0.03%
4,327
+89
180
$803K 0.03%
5,067
+486
181
$770K 0.03%
3,592
+62
182
$730K 0.03%
3,979
+635
183
$716K 0.03%
8,489
+435
184
$694K 0.03%
6,950
+85
185
$685K 0.03%
2,658
-3,420
186
$678K 0.03%
1,652
+85
187
$670K 0.03%
8,202
+175
188
$653K 0.02%
2,726
+977
189
$647K 0.02%
2,905
+171
190
$638K 0.02%
4,838
+355
191
$629K 0.02%
6,919
-1,428
192
$621K 0.02%
16,587
+405
193
$616K 0.02%
4,703
+1,855
194
$608K 0.02%
5,443
-217
195
$604K 0.02%
33,832
-3,603
196
$600K 0.02%
+34,033
197
$596K 0.02%
3,495
+1,794
198
$574K 0.02%
6,939
+795
199
$572K 0.02%
+3,845
200
$547K 0.02%
6,912
6 7
8
9 10