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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$425K 0.02%
1,450
+55
227
$421K 0.02%
6,040
228
$408K 0.02%
1,658
+6
229
$406K 0.02%
5,299
-552
230
$403K 0.02%
4,919
-15
231
$402K 0.02%
+24,129
232
$396K 0.02%
2,175
+993
233
$393K 0.02%
25,605
-6,612
234
$391K 0.02%
4,020
-9,980
235
$391K 0.02%
4,875
236
$390K 0.02%
8,215
237
$376K 0.02%
2,933
238
$374K 0.02%
10,524
-28
239
$373K 0.02%
2,281
240
$367K 0.02%
3,606
+106
241
$362K 0.02%
7,797
-11,041
242
$352K 0.02%
3,986
-1,935
243
$351K 0.02%
+5,851
244
$350K 0.02%
25,029
+1,299
245
$347K 0.02%
2,116
+151
246
$347K 0.02%
3,245
-603
247
$347K 0.02%
4,185
-12
248
$342K 0.01%
1,855
249
$338K 0.01%
10,218
+4,042
250
$338K 0.01%
14,016
-31,836
8 9
10
11 12