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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.01%
1,812
227
$217K 0.01%
+2,665
228
$213K 0.01%
+791
229
$203K 0.01%
2,150
230
$202K 0.01%
11,040
-45
231
$202K 0.01%
1,767
232
$201K 0.01%
+2,252
233
$194K 0.01%
11,334
234
$33K ﹤0.01%
2
-1
235
$14K ﹤0.01%
44
-45
236
– –
-1,470
237
– –
-4,740
238
– –
-14,583
239
– –
-224,727
240
– –
-4,333
6 7 8 9
10