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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.02%
5,194
+2,485
227
$393K 0.02%
2,281
228
$392K 0.02%
8,215
229
$376K 0.02%
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+243
230
$373K 0.02%
5,276
+148
231
$369K 0.02%
3,500
-100
232
$365K 0.02%
6,040
233
$360K 0.02%
1,855
+200
234
$359K 0.02%
4,548
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235
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8,010
+1,151
236
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237
$350K 0.02%
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238
$348K 0.02%
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239
$332K 0.01%
21,930
+12,390
240
$330K 0.01%
+7,326
241
$320K 0.01%
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242
$318K 0.01%
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243
$316K 0.01%
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244
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3,345
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245
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3,209
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246
$306K 0.01%
1,739
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247
$298K 0.01%
1,314
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248
$298K 0.01%
2,169
-200
249
$297K 0.01%
9,429
-500
250
$292K 0.01%
3,231
-65
8 9
10
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