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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.19M 0.04%
4,958
+18
177
$1.13M 0.04%
18,434
-1,661
178
$1.13M 0.04%
5,895
-25
179
$1.12M 0.04%
8,688
+83
180
$1.11M 0.04%
13,250
+11,000
181
$1.09M 0.04%
11,328
-646
182
$1.07M 0.04%
14,424
183
$1.07M 0.04%
17,418
-37
184
$1.06M 0.04%
10,121
-1,178
185
$1.06M 0.04%
20,785
186
$1.06M 0.04%
7,238
-378
187
$1.06M 0.04%
13,874
188
$1.06M 0.04%
14,077
+225
189
$1.05M 0.04%
6,405
+623
190
$1.05M 0.04%
3,371
+1,329
191
$1.01M 0.03%
15,900
192
$983K 0.03%
5,159
+1,282
193
$969K 0.03%
1,990
194
$960K 0.03%
4,060
195
$954K 0.03%
21,757
+5,249
196
$940K 0.03%
9,308
+843
197
$934K 0.03%
+5,940
198
$933K 0.03%
4,924
199
$926K 0.03%
6,282
+50
200
$913K 0.03%
2,244
6 7
8
9 10