BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
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
+$15.9M
2
+$12.2M
3
+$7.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.94M

Top Sells

1
+$12.6M
2
+$8.35M
3
+$6.93M
4
GWRE icon
Guidewire Software
GWRE
+$6.01M
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
276
$216K 0.01%
4,701
277
$211K 0.01%
1,791
+36
278
$210K 0.01%
+8,075
279
$208K 0.01%
3,374
+792
280
$206K 0.01%
+3,125
281
$68K ﹤0.01%
4
282
$35K ﹤0.01%
10,000
283
– –
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284
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285
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286
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287
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-1,937
288
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-12,000
289
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-3,044
290
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-6,550
291
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292
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293
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294
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295
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296
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297
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-1,876
298
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