BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-7.27%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$2.63B
AUM Growth
+$2.63B
(-4.2%)
Cap. Flow
+$146M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
31.68%
Holding
300
New
38
Increased
139
Reduced
80
Closed
15
Top Buys
| 1 |
W.R. Berkley
WRB
|
$18.9M |
| 2 |
CDW
CDW
|
$18.1M |
| 3 |
Nexstar Media Group
NXST
|
$17.3M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$12.9M |
| 5 |
Clarivate
CLVT
|
$12.5M |
Top Sells
| 1 |
Copart
CPRT
|
$14.5M |
| 2 |
Apple
AAPL
|
$14.3M |
| 3 |
Home Depot
HD
|
$13.7M |
| 4 |
Fastenal
FAST
|
$10.6M |
| 5 |
Fair Isaac
FICO
|
$4.56M |
Sector Composition
| 1 | Technology | 22.61% |
| 2 | Industrials | 16.61% |
| 3 | Financials | 13.36% |
| 4 | Healthcare | 10.05% |
| 5 | Real Estate | 5.99% |
