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
$1.56B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$16.1M
3
+$13.3M
4
BR icon
Broadridge
BR
+$11.4M
5
BRO icon
Brown & Brown
BRO
+$11.1M

Top Sells

1
+$41.3M
2
+$21.8M
3
+$18.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.9M
5
QCOM icon
Qualcomm
QCOM
+$14.8M

Sector Composition

1 Technology 23.05%
2 Healthcare 14.06%
3 Industrials 13.19%
4 Financials 12.71%
5 Materials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$285K 0.02%
+760
202
$276K 0.02%
2,868
203
$264K 0.02%
2,917
204
$262K 0.02%
3,588
-1,300
205
$253K 0.02%
5,524
206
$253K 0.02%
+1,116
207
$252K 0.02%
2,530
208
$240K 0.02%
1,632
-400
209
$238K 0.02%
+1,524
210
$231K 0.01%
+1,517
211
$230K 0.01%
3,330
212
$227K 0.01%
+1,312
213
$227K 0.01%
4,275
214
$224K 0.01%
+1,340
215
$222K 0.01%
4,770
-200
216
$220K 0.01%
2,366
217
$218K 0.01%
+2,128
218
$217K 0.01%
8,882
-132
219
$217K 0.01%
1,650
-867
220
$214K 0.01%
2,480
-6,350
221
$210K 0.01%
+226
222
$209K 0.01%
+6,552
223
$206K 0.01%
14,637
224
$201K 0.01%
1,115
225
$201K 0.01%
2,400
7 8
9
10 11