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
276
$329K 0.01%
851
+95
277
$325K 0.01%
2,606
-1,000
278
$320K 0.01%
4,338
+24
279
$319K 0.01%
4,487
280
$313K 0.01%
1,725
281
$313K 0.01%
8,124
282
$306K 0.01%
951
283
$300K 0.01%
5,451
284
$293K 0.01%
5,523
285
$284K 0.01%
5,374
-400
286
$284K 0.01%
561
-25
287
$282K 0.01%
11,250
288
$280K 0.01%
1,137
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289
$280K 0.01%
4,419
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290
$278K 0.01%
3,100
291
$276K 0.01%
2,200
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292
$275K 0.01%
4,735
-13,669
293
$275K 0.01%
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294
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475
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295
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3,520
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296
$267K 0.01%
4,000
297
$264K 0.01%
11,616
-1,680
298
$258K 0.01%
3,281
299
$256K 0.01%
7,859
+13
300
$245K 0.01%
817
+1
10 11
12
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