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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Sells

1 +$17.1M
2 +$12.6M
3 +$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$432K 0.02%
4,962
-67
202
$426K 0.02%
5,360
203
$426K 0.02%
8,420
204
$422K 0.02%
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-44
205
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3,206
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206
$414K 0.02%
1,196
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207
$402K 0.01%
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208
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655
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209
$391K 0.01%
3,767
210
$388K 0.01%
9,929
211
$386K 0.01%
5,270
212
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2,917
213
$382K 0.01%
8,215
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214
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215
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-22,820
216
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217
$357K 0.01%
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218
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219
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220
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+7,425
221
$340K 0.01%
6,525
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222
$338K 0.01%
1,960
223
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+12,000
224
$310K 0.01%
2,270
-133
225
$309K 0.01%
3,044
-500