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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.1M 1.22%
158,441
+2,145
27
$27.8M 1.21%
444,844
+4,483
28
$27.5M 1.19%
79,024
+12
29
$27.1M 1.18%
126,029
+9,098
30
$26.9M 1.17%
802,438
+8,258
31
$25.8M 1.12%
106,012
-279
32
$25.1M 1.09%
112,847
+1,313
33
$25M 1.08%
220,995
+40,134
34
$25M 1.08%
209,834
-2,004
35
$23.6M 1.03%
229,544
+1,237
36
$22.1M 0.96%
504,320
+71,845
37
$19.8M 0.86%
172,348
+3,062
38
$19.1M 0.83%
116,671
+1,392
39
$18.7M 0.81%
69,535
+725
40
$16.4M 0.71%
104,922
+3,861
41
$16.2M 0.7%
261,203
+13,892
42
$16.1M 0.7%
167,674
+8,374
43
$16M 0.7%
58,022
+6,306
44
$16M 0.69%
95,670
+2,884
45
$15.9M 0.69%
44,221
-195
46
$15.7M 0.68%
79,810
+9,171
47
$15.7M 0.68%
68,624
+15,309
48
$14.8M 0.64%
+315,600
49
$14.5M 0.63%
40,330
+8,316
50
$14.4M 0.63%
26,176
+1,588
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