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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.89M
3
+$1.53M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M
5
LYV icon
Live Nation Entertainment
LYV
+$1.36M

Top Sells

1
+$3.5M
2
+$1.87M
3
+$1.79M
4
APD icon
Air Products & Chemicals
APD
+$1.42M
5
AXP icon
American Express
AXP
+$1.25M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.23M 1.06%
121,413
-699
27
$7.75M 1%
84,458
-1,858
28
$7.74M 1%
134,591
+1,979
29
$7.66M 0.99%
141,896
-902
30
$7.65M 0.98%
255,160
+8,275
31
$7.56M 0.97%
65,150
+1,612
32
$7.46M 0.96%
185,203
+3,933
33
$7.33M 0.94%
150,743
-2,359
34
$7.06M 0.91%
144,159
-1,285
35
$6.78M 0.87%
53,591
-11,195
36
$6.76M 0.87%
56,557
+406
37
$6.76M 0.87%
176,078
+5,834
38
$6.75M 0.87%
96,667
-3,742
39
$6.23M 0.8%
79,320
-8,596
40
$6.18M 0.79%
44,329
-25,133
41
$5.89M 0.76%
99,974
-2,320
42
$5.73M 0.74%
233,884
-2,252
43
$5.65M 0.73%
206,368
-18,412
44
$5.59M 0.72%
58,747
-2,440
45
$5.55M 0.71%
68,496
+7,885
46
$5.54M 0.71%
128,847
-12,195
47
$5.01M 0.64%
68,327
+65
48
$5.01M 0.64%
32,612
-655
49
$5M 0.64%
72,464
-1,062
50
$4.94M 0.63%
60,477
+3,301
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