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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.7M 1.31%
606,055
+2,950
27
$28.6M 1.3%
115,735
+1,193
28
$28.5M 1.3%
156,643
-4,135
29
$28.1M 1.28%
105,919
+1,342
30
$28M 1.27%
114,821
+111
31
$26.8M 1.22%
195,629
-3,781
32
$26.6M 1.21%
847,005
+189,559
33
$25.7M 1.17%
72,442
+868
34
$23.1M 1.05%
705,208
+47,868
35
$22.8M 1.04%
274,163
+41,451
36
$19.2M 0.87%
201,838
-11,297
37
$19M 0.86%
477,789
+26,408
38
$18.7M 0.85%
160,054
-6,304
39
$16.8M 0.76%
191,560
-6,940
40
$16.7M 0.76%
201,291
+51,855
41
$16.5M 0.75%
345,908
+3,534
42
$16M 0.73%
22,211
-198
43
$15.3M 0.69%
278,492
+2,951
44
$14.8M 0.67%
74,554
-870
45
$14.4M 0.66%
28,855
-522
46
$14.2M 0.65%
+89,732
47
$13.8M 0.63%
143,254
-14,755
48
$13.4M 0.61%
68,161
-1,590
49
$12.9M 0.59%
47,140
-783
50
$12.2M 0.55%
208,711
-63,939
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