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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$299K 0.01%
6,132
-694
227
$296K 0.01%
1,701
+6
228
$296K 0.01%
+2,170
229
$296K 0.01%
2,172
230
$295K 0.01%
1,755
231
$292K 0.01%
10,955
-1,000
232
$292K 0.01%
1,676
233
$292K 0.01%
+2,632
234
$287K 0.01%
2,070
235
$279K 0.01%
2,720
+150
236
$277K 0.01%
1,040
+1
237
$264K 0.01%
3,183
+280
238
$259K 0.01%
1,000
-300
239
$258K 0.01%
2,129
240
$241K 0.01%
2,595
-22
241
$239K 0.01%
1,122
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242
$234K 0.01%
2,688
243
$233K 0.01%
5,500
244
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+4,668
245
$230K 0.01%
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246
$229K 0.01%
1,183
-1,599
247
$225K 0.01%
2,037
248
$225K 0.01%
882
249
$222K 0.01%
2,261
+1
250
$220K 0.01%
+2,484
7 8 9
10
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