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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37M 1.35%
161,936
-2,659
27
$35.1M 1.28%
533,398
-20,046
28
$34.1M 1.24%
116,632
+3,419
29
$33.9M 1.23%
775,242
+9,630
30
$30.1M 1.1%
973,531
+18,063
31
$29M 1.05%
118,003
-2,459
32
$28.9M 1.05%
173,060
-5,460
33
$26.4M 0.96%
74,234
-2,291
34
$26.3M 0.96%
70,607
-14,540
35
$24.5M 0.89%
301,719
+2,292
36
$24.4M 0.89%
100,811
-176
37
$24M 0.87%
280,810
+10,179
38
$23.9M 0.87%
165,380
-5,740
39
$22M 0.8%
1,280,549
+41,831
40
$21.8M 0.79%
23,861
-199
41
$21.8M 0.79%
169,314
-454
42
$19.8M 0.72%
115,586
-99,741
43
$18.5M 0.67%
350,468
-4,800
44
$17.9M 0.65%
+291,853
45
$17.4M 0.63%
473,331
-36,732
46
$17.3M 0.63%
59,263
-444
47
$16.7M 0.61%
+709,678
48
$16.6M 0.6%
469,515
+73,423
49
$16.5M 0.6%
92,078
+3,162
50
$16.2M 0.59%
286,500
+39,265
1
2
3 4 5