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

Top Buys

1 +$14.2M
2 +$9.22M
3 +$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1 +$18.3M
2 +$8.73M
3 +$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

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%
+6,175
228
$204K 0.01%
+1,694
229
$200K 0.01%
+3,263
230
$125K 0.01%
+33,000
231
-2,552
232
-2,216
233
-152,145
234
-1,366
235
-41,700
236
-226
237
-21,398
238
-1,630
239
-4,193
240
-1,200
241
-12,011
242
-3,900
243
-9,412