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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.65M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.07M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.44M

Top Sells

1
+$17.3M
2
+$8.73M
3
+$6.64M
4
GILD icon
Gilead Sciences
GILD
+$3.86M
5
AAPL icon
Apple
AAPL
+$2.16M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.01%
+1,115
227
$205K 0.01%
+9,262
228
$204K 0.01%
+1,694
229
$200K 0.01%
+3,263
230
$125K 0.01%
+33,000
231
– –
-2,216
232
– –
-152,145
233
– –
-1,366
234
– –
-41,700
235
– –
-226
236
– –
-21,398
237
– –
-1,630
238
– –
-4,193
239
– –
-1,200
240
– –
-12,011
241
– –
-3,900
242
– –
-9,412
243
– –
-2,552
6 7 8 9
10