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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32M 1.41%
107,149
-194
27
$31.2M 1.37%
376,930
+10,055
28
$29.9M 1.32%
201,995
+6,366
29
$29.3M 1.29%
934,907
+87,902
30
$28.4M 1.25%
119,746
+4,925
31
$28.2M 1.24%
182,000
-4,280
32
$28M 1.23%
613,416
+7,361
33
$27.6M 1.22%
74,810
+2,368
34
$26.6M 1.17%
111,131
+82,074
35
$25.2M 1.11%
305,270
+31,107
36
$24.4M 1.07%
741,192
+35,984
37
$19.9M 0.88%
489,296
+11,507
38
$18.7M 0.82%
164,777
+4,723
39
$18.4M 0.81%
178,140
-13,420
40
$18.4M 0.81%
75,087
+533
41
$18.3M 0.8%
270,401
-8,091
42
$18.1M 0.8%
233,495
+32,204
43
$17.7M 0.78%
345,137
-771
44
$17.6M 0.77%
23,311
+1,100
45
$16.1M 0.71%
94,173
+4,441
46
$15.6M 0.69%
144,929
-56,909
47
$14.7M 0.65%
227,869
+19,158
48
$14.5M 0.64%
145,581
+2,327
49
$13.9M 0.61%
44,599
-2,541
50
$13.8M 0.61%
61,521
+10,429
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