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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$286K 0.01%
5,717
-1,575
252
$285K 0.01%
+12,322
253
$278K 0.01%
2,765
+297
254
$273K 0.01%
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+33
255
$271K 0.01%
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256
$269K 0.01%
7,089
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257
$268K 0.01%
6,843
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258
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2,818
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259
$258K 0.01%
3,617
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260
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261
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2,996
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262
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263
$252K 0.01%
4,813
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264
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265
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266
$248K 0.01%
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267
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269
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270
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271
$230K 0.01%
2,414
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272
$227K 0.01%
1,612
273
$224K 0.01%
+3,118
274
$222K 0.01%
6,176
+44
275
$217K 0.01%
1,894
-84
8 9 10
11
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