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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$375K 0.02%
25,116
+87
252
$364K 0.01%
7,797
253
$362K 0.01%
5,034
+21
254
$361K 0.01%
8,494
+3,295
255
$358K 0.01%
3,542
+143
256
$353K 0.01%
7,002
-2,942
257
$338K 0.01%
14,016
258
$337K 0.01%
2,738
+10
259
$333K 0.01%
13,413
+2,280
260
$331K 0.01%
22,670
+20
261
$330K 0.01%
3,480
+32
262
$323K 0.01%
920
+48
263
$322K 0.01%
9,429
264
$322K 0.01%
3,792
-60
265
$315K 0.01%
2,169
266
$305K 0.01%
3,367
+375
267
$304K 0.01%
13,634
+185
268
$304K 0.01%
8,696
-2,614
269
$302K 0.01%
2,559
+250
270
$298K 0.01%
2,249
271
$297K 0.01%
2,632
-6,000
272
$294K 0.01%
2,864
-41
273
$291K 0.01%
4,148
+14
274
$284K 0.01%
3,209
275
$280K 0.01%
+6,100
9 10
11
12 13