We are live on ! Find out more
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
226
– –
-8,385
227
– –
-879
228
– –
-128,509
229
– –
-8,511
230
– –
-11,795
231
– –
-6,105
232
– –
-1,915
233
– –
-110,480
234
– –
-985
235
– –
-3,610
236
– –
-6,070
237
– –
-7,825
238
– –
-1
239
– –
-38,645
240
– –
-3,033
6 7 8 9
10