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Charles J. Zambri

@Boston Financial Mangement Llc

Latest period2024 - Q3ReportedManaged Assets$3.354BTotal holdings327
Assets growth rate6.71%Assets growth rate (2-Q avg)3.36%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Boston Financial Mangement Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 327 positions.

Assets under management

The assets under management (AUM) of Boston Financial Mangement Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.354B in assets, with a quarterly growth rate of 6.71% and a 2-quarter average growth rate of 3.36%. The portfolio is managed by Charles J. Zambri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LENLennar Corp
Recent Activity
New Position
0.01%
$208,291
1,111 shares@ $187.49 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$204,220
3,445 shares@ $59.29 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$203,034
4,480 shares@ $45.33 avg price