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
$1.64B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$5.08M
5
WSO icon
Watsco Inc
WSO
+$4.2M

Top Sells

1
+$17.6M
2
+$14.4M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.79M
5
EXAS icon
Exact Sciences
EXAS
+$2.59M

Sector Composition

1 Technology 16.13%
2 Healthcare 15.81%
3 Industrials 12.23%
4 Financials 10.75%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.02%
4,075
-200
202
$305K 0.02%
12,332
+4,042
203
$303K 0.02%
3,040
-200
204
$299K 0.02%
3,675
-250
205
$297K 0.02%
+3,330
206
$288K 0.02%
2,550
207
$287K 0.02%
+3,630
208
$285K 0.02%
5,720
+37
209
$282K 0.02%
+10,900
210
$275K 0.02%
3,940
-50
211
$265K 0.02%
1,650
-250
212
$258K 0.02%
3,216
-399
213
$251K 0.02%
2,640
-6,475
214
$248K 0.02%
+7,100
215
$241K 0.01%
+1,624
216
$239K 0.01%
+3,750
217
$235K 0.01%
1,388
-773
218
$231K 0.01%
2,065
-75
219
$230K 0.01%
+2,450
220
$225K 0.01%
4,695
221
$224K 0.01%
+5,145
222
$215K 0.01%
+3,020
223
$213K 0.01%
+2,158
224
$211K 0.01%
+6,378
225
$205K 0.01%
+2,450
6 7 8
9
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