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
$2.96B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.23M
3
+$2.84M
4
VLTO icon
Veralto
VLTO
+$1.37M
5
UPS icon
United Parcel Service
UPS
+$934K

Top Sells

1
+$12M
2
+$4.52M
3
+$4M
4
WSO icon
Watsco Inc
WSO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 24.75%
2 Industrials 17.45%
3 Financials 13.88%
4 Healthcare 8.22%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$888K 0.03%
25,612
-211
202
$843K 0.03%
4,948
-49
203
$802K 0.03%
8,775
204
$802K 0.03%
7,180
-75
205
$798K 0.03%
32,595
-7,511
206
$793K 0.03%
4,894
+543
207
$793K 0.03%
3,654
208
$759K 0.03%
2,533
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209
$754K 0.03%
10,312
-63
210
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3,953
-6
211
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6,314
-17
212
$733K 0.02%
2,822
+1,300
213
$732K 0.02%
3,433
-235
214
$719K 0.02%
1,646
+86
215
$708K 0.02%
10,097
+6,438
216
$700K 0.02%
5,761
217
$677K 0.02%
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218
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219
$669K 0.02%
14,225
-1,123
220
$663K 0.02%
1,745
221
$656K 0.02%
12,785
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222
$645K 0.02%
48,500
-3,815
223
$637K 0.02%
+9,485
224
$633K 0.02%
17,638
-1,245
225
$606K 0.02%
6,625
-20
7 8
9
10 11