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
276
$246K 0.01%
1,106
-1,213
277
$244K 0.01%
8,160
+150
278
$236K 0.01%
2,309
-500
279
$236K 0.01%
+983
280
$234K 0.01%
11,133
+610
281
$227K 0.01%
2,992
-4
282
$227K 0.01%
5,643
-1,200
283
$224K 0.01%
8,550
+475
284
$224K 0.01%
2,812
285
$221K 0.01%
996
-2
286
$218K 0.01%
2,050
287
$214K 0.01%
+1,620
288
$214K 0.01%
6,825
-264
289
$210K 0.01%
1,894
290
$210K 0.01%
4,213
-600
291
$207K 0.01%
+2,548
292
$206K 0.01%
3,072
-46
293
$206K 0.01%
3,116
-115
294
$203K 0.01%
1,579
-33
295
$203K 0.01%
3,339
-35
296
$202K 0.01%
+4,600
297
$200K 0.01%
+5,199
298
$79K ﹤0.01%
+15,500
299
$51K ﹤0.01%
4
300
$40K ﹤0.01%
+107,659
9 10 11
12
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