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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,897
252
– –
-9,135
253
– –
-1,619
254
– –
-1,220
255
– –
-5,401
256
– –
-1,782
257
– –
-2,623
258
– –
-1,190
259
– –
-1,656
260
– –
-2,300
261
– –
-2,349
262
– –
-767
263
– –
-523
264
– –
-13,008
265
– –
-4,688
266
– –
-2,675
267
– –
-600
268
– –
-1,255
269
– –
-1,150
270
– –
-535
271
– –
-1,007
272
– –
-1,338
273
– –
-5,624
274
– –
-1,107
275
– –
-972
8 9 10
11
12