BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.02M
3
+$2.92M
4
FICO icon
Fair Isaac
FICO
+$971K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$951K

Top Sells

1
+$9.26M
2
+$4.27M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$2.71M
5
VRSN icon
VeriSign
VRSN
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$572K 0.02%
2,292
227
$571K 0.02%
9,058
-231
228
$552K 0.02%
7,735
-702
229
$550K 0.02%
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230
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3,682
231
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2,206
+115
232
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-29
233
$528K 0.02%
1,602
234
$524K 0.02%
1,572
-196
235
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7,350
-86
236
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237
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4,982
238
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14,185
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239
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240
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241
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242
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243
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244
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245
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246
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247
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6,040
248
$436K 0.01%
8,494
249
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2,480
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250
$432K 0.01%
4,308
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8 9
10
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