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
276
$278K 0.01%
1,722
-133
277
$274K 0.01%
2,920
278
$274K 0.01%
14,865
-10,740
279
$272K 0.01%
10,000
+1,450
280
$268K 0.01%
+3,405
281
$266K 0.01%
5,854
-1,206
282
$265K 0.01%
3,878
-110
283
$260K 0.01%
8,260
-1,958
284
$257K 0.01%
+2,221
285
$250K 0.01%
1,016
+33
286
$247K 0.01%
4,330
+117
287
$240K 0.01%
1,905
+11
288
$239K 0.01%
8,654
+494
289
$236K 0.01%
+801
290
$234K 0.01%
2,812
291
$233K 0.01%
5,643
292
$231K 0.01%
+6,288
293
$230K 0.01%
951
-45
294
$229K 0.01%
4,600
295
$229K 0.01%
+2,029
296
$229K 0.01%
956
-150
297
$228K 0.01%
+1,390
298
$228K 0.01%
+1,316
299
$228K 0.01%
+26,562
300
$227K 0.01%
+4,759
10 11
12
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