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
$1.86B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.3M
3
+$11.2M
4
BRO icon
Brown & Brown
BRO
+$10.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.76M

Top Sells

1
+$20.7M
2
+$15.1M
3
+$6.44M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
HON icon
Honeywell
HON
+$1.21M

Sector Composition

1 Technology 24.54%
2 Industrials 13.78%
3 Financials 13.54%
4 Healthcare 12.83%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 5.48%
500,965
+6,024
2
$93.1M 5.01%
1,020,480
+8,000
3
$65.3M 3.51%
188,256
-18,563
4
$61.9M 3.33%
348,502
+63,266
5
$56.8M 3.06%
2,728,588
+83,128
6
$56.4M 3.03%
292,788
+3,843
7
$51.1M 2.75%
264,524
+6,462
8
$48.3M 2.6%
1,557,699
-5,579
9
$47.9M 2.58%
114,564
+2,965
10
$46.7M 2.51%
370,204
+11,642
11
$45M 2.42%
217,443
+2,076
12
$44.3M 2.38%
572,704
+9,048
13
$42.6M 2.29%
176,359
+8,561
14
$41.6M 2.24%
140,704
+5,556
15
$36.4M 1.96%
119,892
+5,350
16
$36.2M 1.95%
1,421,442
+442,651
17
$33.1M 1.78%
47,167
+2,380
18
$33M 1.77%
215,009
+6,847
19
$31.8M 1.71%
697,966
-12,146
20
$31.5M 1.7%
224,104
+3,694
21
$30.6M 1.65%
111,437
+1,379
22
$27.3M 1.47%
198,160
-8,980
23
$27.3M 1.47%
163,156
+8,452
24
$26.4M 1.42%
162,151
+7,979
25
$26.2M 1.41%
104,528
+1,979
1
2 3 4 5