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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.1%
+37,868
27
$16.2M 1.09%
190,200
+16,720
28
$15.9M 1.08%
118,678
-1,730
29
$15.7M 1.06%
136,756
-2,410
30
$15.6M 1.05%
31,229
-659
31
$15.5M 1.05%
94,638
+230
32
$15.3M 1.03%
141,016
-7,261
33
$14.6M 0.98%
111,792
-310
34
$14.2M 0.96%
86,809
-7,699
35
$14M 0.95%
72,644
+7
36
$14M 0.95%
198,123
-4,783
37
$13.8M 0.94%
458,813
-11,665
38
$13.6M 0.92%
164,326
-16,727
39
$13.2M 0.89%
56,516
-656
40
$13.2M 0.89%
234,983
-22,950
41
$12.5M 0.84%
118,929
-957
42
$12M 0.81%
111,620
-1,230
43
$12M 0.81%
307,420
+2,920
44
$11.9M 0.8%
108,961
-14,862
45
$11.9M 0.8%
86,239
-1,368
46
$11.2M 0.76%
68,119
-17,884
47
$11.2M 0.76%
200,480
-460
48
$10.9M 0.74%
116,598
+1,421
49
$10.9M 0.74%
139,686
+25,457
50
$10.6M 0.72%
135,645
-15,757
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