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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$15.9M
3 +$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1 +$2.3M
2 +$753K
3 +$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.22%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$207K 0.02%
+2,555
227
$207K 0.02%
+6,423
228
$206K 0.02%
2,263
229
$206K 0.02%
4,278
-975
230
$118K 0.01%
+11,932
231
$79K 0.01%
+89
232
$62K 0.01%
+30
233
$38K ﹤0.01%
11,953
234
-5,440
235
-10,750
236
-6,720