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
301
$241K 0.01%
2,377
+13
302
$240K 0.01%
4,042
+289
303
$239K 0.01%
12,514
-10,986
304
$237K 0.01%
1,755
305
$236K 0.01%
3,077
-97
306
$235K 0.01%
434
-29
307
$231K 0.01%
2,767
-4,588
308
$227K 0.01%
7,420
309
$226K 0.01%
221
+2
310
$224K 0.01%
13,200
311
$222K 0.01%
2,530
-100
312
$222K 0.01%
3,197
313
$221K 0.01%
1,948
314
$220K 0.01%
2,957
315
$216K 0.01%
2,759
316
$212K 0.01%
+2,721
317
$210K 0.01%
1,417
-18
318
$209K 0.01%
4,297
+22
319
$207K 0.01%
2,635
-15
320
$203K 0.01%
11,487
+216
321
$81.2K ﹤0.01%
5,553
322
$80.4K ﹤0.01%
10,800
-6,757
323
$36.2K ﹤0.01%
107,659
324
– –
-3,616
325
– –
-17,638
10 11 12
13
14