BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
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
+$21.1M
2
+$17.3M
3
+$13.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$12.9M
5
AAPL icon
Apple
AAPL
+$11.7M

Top Sells

1
+$2.26M
2
+$717K
3
+$523K
4
CERN
Cerner Corp
CERN
+$445K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.23%
2 Consumer Staples 10.97%
3 Technology 10.92%
4 Industrials 9.9%
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
$58K ﹤0.01%
+4,333
234
$38K ﹤0.01%
11,953
235
– –
-5,440
236
– –
-10,750
237
– –
-6,720
6 7 8 9
10