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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Sells

1 +$19.2M
2 +$2.99M
3 +$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$225K 0.01%
2,172
227
$220K 0.01%
226
228
$216K 0.01%
2,600
-532
229
$215K 0.01%
7,625
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230
$206K 0.01%
1,630
231
$204K 0.01%
1,900
232
$203K 0.01%
2,220
233
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234
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235
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236
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-8,882
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