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
$2.46B
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.9M
3
+$16.8M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
UNM icon
Unum
UNM
+$5.01M

Top Sells

1
+$16.5M
2
+$12.8M
3
+$12.4M
4
IBKR icon
Interactive Brokers
IBKR
+$8.3M
5
TYL icon
Tyler Technologies
TYL
+$6.81M

Sector Composition

1 Technology 21.18%
2 Industrials 17.18%
3 Financials 12.89%
4 Healthcare 10.97%
5 Real Estate 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$412K 0.02%
5,909
-236,201
202
$409K 0.02%
3,767
203
$404K 0.02%
1,847
-200
204
$402K 0.02%
5,616
205
$391K 0.02%
4,784
206
$378K 0.02%
2,917
207
$373K 0.02%
9,929
-90
208
$372K 0.02%
6,213
+800
209
$361K 0.01%
3,544
210
$355K 0.01%
10,639
-1,737
211
$353K 0.01%
5,270
+1,085
212
$352K 0.01%
7,715
213
$350K 0.01%
1,749
214
$346K 0.01%
2,379
215
$346K 0.01%
+2,520
216
$341K 0.01%
1,161
+66
217
$332K 0.01%
4,188
-200
218
$327K 0.01%
+11,955
219
$327K 0.01%
+18,906
220
$318K 0.01%
+840
221
$310K 0.01%
1,397
222
$295K 0.01%
10,239
+763
223
$295K 0.01%
1,039
224
$295K 0.01%
823
225
$285K 0.01%
1,300
7 8
9
10 11