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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.15M 0.04%
11,810
+87
177
$1.15M 0.04%
5,541
-851
178
$1.14M 0.04%
+11,735
179
$1.14M 0.04%
17,345
+649
180
$1.1M 0.04%
26,527
+6,771
181
$1.06M 0.04%
3,664
+2
182
$1.06M 0.04%
5,920
+1,161
183
$997K 0.04%
4,957
-1,108
184
$993K 0.04%
15,527
+1,319
185
$991K 0.04%
4,695
-1,774
186
$976K 0.04%
13,852
-200
187
$970K 0.04%
8,579
+5,220
188
$948K 0.03%
15,900
189
$942K 0.03%
10,687
+3,288
190
$941K 0.03%
39,338
-1,850
191
$934K 0.03%
4,966
+476
192
$922K 0.03%
13,336
+1,149
193
$910K 0.03%
5,054
-58
194
$907K 0.03%
6,567
-676
195
$903K 0.03%
2,742
+1,863
196
$881K 0.03%
2,000
-128
197
$873K 0.03%
25,612
-446
198
$820K 0.03%
8,123
+4,578
199
$810K 0.03%
19,880
-221
200
$806K 0.03%
8,775