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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.3M 1.35%
410,976
+22,446
27
$29.9M 1.29%
116,931
-244
28
$28.9M 1.25%
106,291
-1,823
29
$28.6M 1.23%
440,361
-3,211
30
$27.5M 1.19%
111,534
-2,944
31
$26.3M 1.13%
79,012
32
$25.7M 1.11%
211,838
-21
33
$25.6M 1.1%
794,180
+23,128
34
$25.3M 1.09%
228,307
+131,156
35
$22.8M 0.98%
68,810
-875
36
$20.5M 0.88%
115,279
+1,503
37
$19.6M 0.84%
432,475
+74,845
38
$19.2M 0.83%
180,861
+3,221
39
$18.3M 0.79%
1,318,353
-139,481
40
$17.8M 0.77%
169,286
-2,072
41
$17.4M 0.75%
159,300
+660
42
$17M 0.73%
247,311
-739
43
$16.8M 0.73%
44,416
+17,302
44
$15.9M 0.69%
101,061
-346
45
$15.4M 0.66%
344,823
-3,060
46
$15.1M 0.65%
92,786
+1,134
47
$15M 0.65%
24,588
+552
48
$14.7M 0.63%
70,639
+2,689
49
$14.2M 0.61%
51,716
+388
50
$13.1M 0.56%
471,820
-8,350
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