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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$8.3M
3
+$6.68M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M
5
EXAS
Exact Sciences
EXAS
+$3.68M

Top Sells

1
+$9.41M
2
+$8.01M
3
+$6.48M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
MMM icon
3M
MMM
+$3.05M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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