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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$7.85M
3
+$4.51M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M

Top Sells

1
+$18.4M
2
+$7.74M
3
+$1.8M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.72M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.51M

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
301
$206K 0.01%
+463
302
$206K 0.01%
+527
303
$204K 0.01%
11,250
-3,015
304
$204K 0.01%
2,899
305
$202K 0.01%
+816
306
– –
-1,924
307
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308
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-8,696
309
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310
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-1,500
311
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-6,283
312
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-4
313
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-3,641
314
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-10,000
315
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-1,182
316
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-5,967
317
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318
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319
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-2,777
320
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-1,439
321
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-107,659
322
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0
323
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324
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