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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$219K 0.01%
2,470
-1,011
227
$215K 0.01%
+2,903
228
$206K 0.01%
+2,040
229
$201K 0.01%
724
230
$185K 0.01%
+22,000
231
$110K ﹤0.01%
33,000
232
$105K ﹤0.01%
+20,000
233
– –
-11,353
234
– –
-2,870
235
– –
-1,694
236
– –
-1,138
237
– –
-2,349
238
– –
-3,170
239
– –
-3,263
240
– –
-3,923
6 7 8 9
10