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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$486K 0.02%
2,387
+967
227
$481K 0.02%
13,495
-35,000
228
$470K 0.02%
1,369
-81
229
$469K 0.02%
6,072
+32
230
$463K 0.02%
5,523
-205
231
$463K 0.02%
4,020
232
$448K 0.02%
5,350
+1,625
233
$444K 0.02%
5,299
234
$440K 0.02%
10,678
+154
235
$439K 0.02%
4,335
+150
236
$436K 0.02%
24,129
237
$432K 0.02%
6,731
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238
$430K 0.02%
3,262
+17
239
$426K 0.02%
3,324
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240
$420K 0.02%
9,469
-3,107
241
$414K 0.02%
+6,395
242
$412K 0.02%
8,215
243
$412K 0.02%
4,231
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244
$400K 0.02%
3,846
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245
$397K 0.02%
2,281
246
$396K 0.02%
2,933
247
$394K 0.02%
5,851
248
$390K 0.02%
3,606
249
$386K 0.02%
4,678
-197
250
$378K 0.02%
1,608
-50
8 9
10
11 12