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
$2.63B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.3M
3
+$12.9M
4
CLVT icon
Clarivate
CLVT
+$12.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.5M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$13.7M
4
FAST icon
Fastenal
FAST
+$10.6M
5
FICO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$538K 0.02%
4,138
-38
202
$536K 0.02%
1,559
203
$520K 0.02%
11,408
-136
204
$508K 0.02%
+1,690
205
$501K 0.02%
2,336
206
$499K 0.02%
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-29
207
$479K 0.02%
3,225
208
$476K 0.02%
2,281
209
$475K 0.02%
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-533
210
$473K 0.02%
10,309
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211
$469K 0.02%
4,326
-1
212
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+8,314
213
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3,600
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214
$447K 0.02%
7,342
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215
$436K 0.02%
8,426
216
$436K 0.02%
2,917
217
$429K 0.02%
4,564
+2,245
218
$422K 0.02%
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219
$421K 0.02%
23,652
+4,746
220
$420K 0.02%
7,292
-2,022
221
$419K 0.02%
5,687
+327
222
$413K 0.02%
1,945
-285
223
$411K 0.02%
1,655
+257
224
$403K 0.02%
8,215
225
$402K 0.02%
6,040
7 8
9
10 11