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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.02%
2,917
202
$293K 0.02%
3,340
203
$284K 0.02%
2,366
204
$283K 0.02%
2,530
205
$283K 0.02%
3,330
206
$283K 0.02%
6,552
207
$279K 0.02%
4,275
208
$272K 0.01%
4,500
-1,024
209
$268K 0.01%
4,400
+775
210
$264K 0.01%
905
-536
211
$255K 0.01%
2,400
212
$252K 0.01%
1,632
213
$244K 0.01%
3,481
-107
214
$243K 0.01%
4,688
-2,000
215
$238K 0.01%
4,193
216
$237K 0.01%
+1,200
217
$236K 0.01%
3,440
-1,540
218
$233K 0.01%
3,236
-30
219
$232K 0.01%
1,095
220
$228K 0.01%
12,011
221
$225K 0.01%
8,200
-2,700
222
$222K 0.01%
2,870
+100
223
$214K 0.01%
8,030
-6,860
224
$210K 0.01%
2,290
+149
225
$209K 0.01%
873
-651
7 8
9
10 11