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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.1M 1.2%
95,103
-344
27
$32M 1.16%
165,018
-5,171
28
$31.5M 1.14%
204,208
-560
29
$30M 1.09%
162,076
+477
30
$29.1M 1.05%
110,202
-409
31
$27.6M 1%
527,965
-3,675
32
$26.3M 0.95%
201,375
+149
33
$24.2M 0.88%
58,167
-20,100
34
$24.1M 0.87%
320,746
+14,689
35
$24M 0.87%
170,978
+1,749
36
$22.9M 0.83%
51,349
-2,154
37
$21.7M 0.79%
340,920
+9,270
38
$20.8M 0.75%
+81,046
39
$20.6M 0.74%
93,791
+3,091
40
$20.4M 0.74%
179,386
-7,935
41
$19.9M 0.72%
41,333
+1,355
42
$19.3M 0.7%
385,994
+3,009
43
$19.3M 0.7%
159,380
+3,340
44
$19M 0.69%
606,551
+77,392
45
$18M 0.65%
108,565
-2,680
46
$17.6M 0.64%
66,209
-788
47
$17.6M 0.64%
25,492
-326
48
$17.5M 0.63%
56,478
-1,192
49
$17.1M 0.62%
142,449
+119
50
$16.9M 0.61%
364,150
+4,831
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2
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