BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
-10.94%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$1.44B
AUM Growth
+$1.44B
(-15%)
Cap. Flow
-$43.9M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
24.83%
Holding
306
New
8
Increased
77
Reduced
140
Closed
50
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$16.9M |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$12.9M |
| 3 |
Watsco
WSO
|
$9.39M |
| 4 |
VeriSign
VRSN
|
$8.59M |
| 5 |
Sherwin-Williams
SHW
|
$7.24M |
Top Sells
| 1 |
LUX
Luxottica Group
LUX
|
$22.6M |
| 2 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$17.6M |
| 3 |
Fidelity National Financial
FNF
|
$8.43M |
| 4 |
Home Depot
HD
|
$6.46M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$6.09M |
Sector Composition
| 1 | Healthcare | 17% |
| 2 | Technology | 15.6% |
| 3 | Industrials | 11.4% |
| 4 | Financials | 11.27% |
| 5 | Consumer Staples | 5.51% |
