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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.94%
292,401
+20,896
27
$12.5M 0.93%
528,097
+30,522
28
$12.4M 0.92%
254,731
+2,307
29
$12.3M 0.92%
135,999
+6,383
30
$12.3M 0.91%
112,281
+7,688
31
$12.2M 0.91%
399,229
-12,925
32
$12.1M 0.9%
385,366
+10,076
33
$11.7M 0.87%
30,391
+1,120
34
$11.4M 0.85%
79,819
+19,304
35
$11.4M 0.85%
73,106
+3,681
36
$11.4M 0.85%
138,050
+741
37
$11.3M 0.84%
100,943
+2,356
38
$10.9M 0.81%
91,437
+3,921
39
$10.4M 0.77%
176,781
+4,703
40
$10.2M 0.76%
57,095
+5,281
41
$10.1M 0.76%
108,951
+1,355
42
$9.95M 0.74%
105,378
+6,083
43
$9.94M 0.74%
219,760
+30,447
44
$9.92M 0.74%
172,935
+8,172
45
$9.74M 0.73%
73,565
-200
46
$9.53M 0.71%
740,168
+32,788
47
$9.41M 0.7%
274,850
+28,710
48
$9.35M 0.7%
137,643
+5,475
49
$9.33M 0.7%
225,000
-340
50
$9.11M 0.68%
78,822
+1,524
1
2
3 4 5