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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$390K 0.01%
8,494
252
$384K 0.01%
5,085
-1,807
253
$381K 0.01%
3,018
-458
254
$379K 0.01%
+10,624
255
$368K 0.01%
8,925
+182
256
$365K 0.01%
8,202
257
$362K 0.01%
4,725
-174
258
$361K 0.01%
5,168
-113
259
$353K 0.01%
2,472
260
$350K 0.01%
2,169
261
$348K 0.01%
20,175
-915
262
$344K 0.01%
2,809
-1,121
263
$343K 0.01%
6,582
-120
264
$342K 0.01%
+10,364
265
$341K 0.01%
3,802
+700
266
$341K 0.01%
26,562
267
$338K 0.01%
3,771
-1,340
268
$333K 0.01%
3,213
+41
269
$330K 0.01%
2,917
-16
270
$327K 0.01%
2,632
271
$322K 0.01%
3,851
-328
272
$314K 0.01%
951
273
$313K 0.01%
4,291
-478
274
$309K 0.01%
+1,437
275
$304K 0.01%
5,063
-326,316
9 10
11
12 13