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
276
$303K 0.01%
2,040
+56
277
$301K 0.01%
+5,226
278
$297K 0.01%
1,522
-30
279
$291K 0.01%
3,878
280
$288K 0.01%
5,854
281
$287K 0.01%
5,872
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282
$269K 0.01%
3,054
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283
$262K 0.01%
3,134
284
$260K 0.01%
1,272
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285
$257K 0.01%
2,628
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286
$256K 0.01%
2,635
-209
287
$245K 0.01%
1,725
288
$245K 0.01%
2,001
+40
289
$242K 0.01%
4,260
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290
$240K 0.01%
13,340
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291
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292
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293
$234K 0.01%
798
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294
$232K 0.01%
2,751
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295
$230K 0.01%
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296
$221K 0.01%
+2,665
297
$219K 0.01%
13,729
-4,968
298
$212K 0.01%
465
-2
299
$209K 0.01%
1,948
-109
300
$207K 0.01%
+1,791
9 10 11
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