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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$201K 0.01%
11,334
-625
227
$201K 0.01%
+1,812
228
$200K 0.01%
+11,085
229
$72K 0.01%
3
230
$47K ﹤0.01%
89
231
– –
-1,085
232
– –
-3,345
233
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-24,721
234
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-5,006
235
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-8,350
236
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-69,875
237
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-2,018
238
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-5,869
239
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-5,226
240
– –
-76,607
241
– –
-8,000
242
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-9,650
243
– –
-7,800
244
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-22,038
245
– –
-1,801
6 7 8 9
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