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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.02%
158,329
-14,054
27
$14.4M 1.02%
32,139
+244
28
$14.4M 1.02%
80,017
+1,969
29
$14.3M 1.02%
102,925
+95
30
$14.1M 1%
323,515
+17,939
31
$14M 0.99%
127,693
-10,048
32
$13.9M 0.99%
550,525
+1,714
33
$13.9M 0.99%
454,776
+15,435
34
$13.7M 0.97%
207,337
-2,540
35
$13.3M 0.95%
257,272
+78,363
36
$13.2M 0.94%
120,976
+3,697
37
$13.1M 0.93%
96,244
+2,250
38
$11.6M 0.82%
112,562
+598
39
$11.4M 0.81%
137,429
-1,935
40
$11.2M 0.8%
138,927
-1,017
41
$11M 0.78%
110,202
+1,535
42
$11M 0.78%
57,321
-1,020
43
$10.7M 0.76%
177,722
-2,370
44
$10.6M 0.75%
438,646
+10,354
45
$10.4M 0.74%
290,345
+1,595
46
$10.3M 0.73%
132,247
-2,860
47
$10.2M 0.73%
115,845
+2,325
48
$10.2M 0.72%
76,824
-724
49
$9.82M 0.7%
204,700
-20,760
50
$9.67M 0.69%
68,812
+4,198
1
2
3 4 5