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 Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

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
-405
230
$206K 0.01%
1,630
231
$204K 0.01%
1,900
232
$203K 0.01%
2,220
233
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-873
234
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-2,050
235
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-4,075
236
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-1,069
237
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-3,248
238
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-1,463
239
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-10,752
240
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241
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-8,882
242
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-1,500
243
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244
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245
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246
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-2,800
247
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248
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249
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250
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