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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$580K 0.02%
21,343
+2,265
227
$559K 0.02%
6,678
-1,785
228
$555K 0.02%
2,740
+459
229
$540K 0.02%
6,072
230
$533K 0.02%
2,766
+24
231
$526K 0.02%
5,365
-454
232
$512K 0.02%
8,215
233
$499K 0.02%
2,265
+174
234
$491K 0.02%
10,671
-212
235
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5,087
+260
236
$476K 0.02%
14,725
+725
237
$471K 0.02%
8,314
-409
238
$467K 0.02%
5,472
-134
239
$457K 0.02%
9,198
-247
240
$443K 0.02%
3,656
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241
$437K 0.02%
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242
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243
$429K 0.02%
4,870
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244
$428K 0.02%
24,880
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245
$420K 0.02%
1,708
-144
246
$419K 0.02%
4,288
-47
247
$414K 0.02%
3,606
248
$414K 0.02%
2,952
-1,749
249
$392K 0.01%
5,523
250
$390K 0.01%
7,491
8 9
10
11 12