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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$337K 0.01%
+1,096
252
$323K 0.01%
11,310
+155
253
$321K 0.01%
36,300
-1,219,434
254
$318K 0.01%
3,399
-200
255
$310K 0.01%
5,040
-31,060
256
$307K 0.01%
2,066
-396
257
$306K 0.01%
+3,852
258
$304K 0.01%
2,249
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259
$298K 0.01%
3,448
+619
260
$293K 0.01%
13,449
+1,127
261
$291K 0.01%
1,700
-39
262
$286K 0.01%
+872
263
$286K 0.01%
9,429
264
$282K 0.01%
7,060
-266
265
$282K 0.01%
+5,013
266
$281K 0.01%
1,352
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267
$279K 0.01%
2,169
268
$275K 0.01%
22,650
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269
$270K 0.01%
+3,725
270
$267K 0.01%
1,420
-672
271
$262K 0.01%
2,905
-440
272
$261K 0.01%
2,920
+155
273
$257K 0.01%
3,209
274
$252K 0.01%
+4,134
275
$251K 0.01%
3,988
9 10
11
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