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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$418K 0.01%
2,645
252
$408K 0.01%
5,009
+7
253
$408K 0.01%
3,989
-1,577
254
$407K 0.01%
8,027
255
$401K 0.01%
6,786
-581
256
$400K 0.01%
+2,367
257
$394K 0.01%
3,442
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258
$393K 0.01%
8,683
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259
$391K 0.01%
1,713
+20
260
$388K 0.01%
4,245
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261
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9,309
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262
$384K 0.01%
6,970
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263
$381K 0.01%
2,172
264
$375K 0.01%
2,494
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265
$367K 0.01%
7,491
266
$358K 0.01%
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267
$357K 0.01%
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268
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269
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3,390
-92
270
$350K 0.01%
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271
$346K 0.01%
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-23
272
$343K 0.01%
3,892
-7
273
$341K 0.01%
+2,144
274
$340K 0.01%
8,238
-932
275
$330K 0.01%
4,195
-57
9 10
11
12 13