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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 1.01%
91,209
+11,390
27
$13.6M 0.98%
338,647
+46,246
28
$13.5M 0.97%
31,895
+1,504
29
$13.5M 0.97%
439,341
+40,112
30
$13.4M 0.96%
209,877
+7,660
31
$13.4M 0.96%
150,129
+3,697
32
$13.3M 0.96%
548,811
+20,714
33
$12.6M 0.9%
117,279
+4,998
34
$12.5M 0.9%
102,830
+1,887
35
$11.8M 0.85%
93,994
+2,557
36
$11.6M 0.84%
111,964
+3,013
37
$11.6M 0.83%
139,364
+1,314
38
$11.6M 0.83%
135,107
-892
39
$11.1M 0.8%
58,341
+1,246
40
$10.9M 0.79%
180,092
+3,311
41
$10.9M 0.78%
108,667
+3,289
42
$10.8M 0.77%
377,895
-7,471
43
$10.7M 0.77%
227,468
+7,708
44
$10.6M 0.76%
305,576
+17,170
45
$10.6M 0.76%
139,944
+2,301
46
$10.3M 0.74%
71,926
-1,639
47
$10.2M 0.74%
225,460
+460
48
$10M 0.72%
288,750
+13,900
49
$9.88M 0.71%
178,909
+5,974
50
$9.29M 0.67%
77,548
-1,274
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