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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.3M 1.33%
603,105
+30,879
27
$26.9M 1.31%
160,778
-1,373
28
$26.3M 1.28%
199,410
-505
29
$26M 1.27%
114,710
+4,253
30
$24.4M 1.19%
338,520
+21,870
31
$22.4M 1.09%
114,542
+872
32
$20.6M 1%
657,446
+150,578
33
$20.4M 0.99%
186,756
-1,980
34
$19.3M 0.94%
213,135
-450
35
$19.3M 0.94%
232,712
+62,544
36
$17.8M 0.87%
+657,340
37
$17.2M 0.84%
272,650
+5,375
38
$15.2M 0.74%
451,381
+17,188
39
$14.8M 0.72%
158,009
+3,216
40
$14.7M 0.72%
166,358
-4,778
41
$14.6M 0.71%
198,500
-6,520
42
$14.5M 0.71%
275,541
-12,620
43
$14.4M 0.7%
29,377
-1,913
44
$14.2M 0.69%
342,374
+2,476
45
$13.3M 0.65%
69,751
-179
46
$13.1M 0.64%
47,923
-1,712
47
$12.6M 0.61%
22,409
+366
48
$12.1M 0.59%
86,992
-1,794
49
$12M 0.58%
62,575
+1,050
50
$11.5M 0.56%
75,424
+1,135
1
2
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