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
$2.47B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.5M
4
VMEO icon
Vimeo
VMEO
+$4.63M
5
FERG icon
Ferguson
FERG
+$2.88M

Top Sells

1
+$12.4M
2
+$11.6M
3
+$11.5M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$4.83M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 22.52%
2 Industrials 15.64%
3 Financials 13.3%
4 Healthcare 11.17%
5 Real Estate 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$377K 0.02%
7,715
202
$374K 0.02%
708
-20
203
$368K 0.01%
10,019
204
$361K 0.01%
3,544
205
$355K 0.01%
4,388
-172
206
$351K 0.01%
2,379
-110
207
$343K 0.01%
4,185
-115
208
$333K 0.01%
1,960
209
$330K 0.01%
5,413
210
$327K 0.01%
+2,838
211
$323K 0.01%
5,500
212
$322K 0.01%
2,279
-270
213
$317K 0.01%
1,095
214
$299K 0.01%
5,675
-1,185
215
$292K 0.01%
1,397
-18
216
$292K 0.01%
+823
217
$289K 0.01%
832
218
$285K 0.01%
1,039
219
$274K 0.01%
1,945
220
$269K 0.01%
2,270
221
$266K 0.01%
1,755
222
$260K 0.01%
6,317
+142
223
$259K 0.01%
2,172
224
$246K 0.01%
2,140
+70
225
$245K 0.01%
2,470
6 7 8
9
10