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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 1.08%
83,398
+3,381
27
$16.1M 1.08%
141,147
-1,550
28
$15.5M 1.04%
129,036
-1,300
29
$15.1M 1.01%
99,173
-710
30
$14.8M 0.99%
206,478
+2,900
31
$14.7M 0.99%
484,510
+29,734
32
$14.6M 0.98%
124,805
-2,888
33
$14.6M 0.98%
158,914
+585
34
$14.3M 0.96%
97,216
-5,709
35
$14.1M 0.94%
124,208
+3,232
36
$14.1M 0.94%
96,451
+207
37
$14M 0.93%
327,961
+4,446
38
$13.3M 0.89%
113,758
+1,196
39
$12.8M 0.86%
115,380
+5,178
40
$12.8M 0.86%
141,075
+2,148
41
$12.3M 0.82%
409,561
+103,511
42
$12.2M 0.82%
58,410
+1,089
43
$11.8M 0.79%
439,000
+354
44
$11.3M 0.75%
178,453
+731
45
$11.1M 0.74%
76,015
-809
46
$11.1M 0.74%
79,201
+4,797
47
$10.8M 0.73%
70,809
+1,997
48
$10.8M 0.72%
285,105
-5,240
49
$10.8M 0.72%
205,460
+760
50
$10.6M 0.71%
63,480
-1,575
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