BFM
Boston Financial Management Portfolio holdings
AUM
$3.31B
This Quarter Return
+10.12%
1 Year Return
+19.39%
3 Year Return
+30.05%
5 Year Return
+107.79%
10 Year Return
+274.52%
AUM
$2.06B
AUM Growth
+$2.06B
(+11%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
34.15%
Holding
279
New
3
Increased
53
Reduced
117
Closed
47
Top Buys
| 1 |
Apple
AAPL
|
$69.5M |
| 2 |
Crown Castle
CCI
|
$21.9M |
| 3 |
Amphenol
APH
|
$17.8M |
| 4 |
GoDaddy
GDDY
|
$11.4M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.18M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$2.99M |
| 2 |
NextEra Energy, Inc.
NEE
|
$1.39M |
| 3 |
Amdocs
DOX
|
$1.31M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$1.3M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$984K |
Sector Composition
| 1 | Technology | 24.1% |
| 2 | Industrials | 14.66% |
| 3 | Financials | 13% |
| 4 | Healthcare | 12.46% |
| 5 | Materials | 6.9% |
