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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.7M 1.17%
1,312,318
-4,328
27
$35.7M 1.14%
88,224
+742
28
$35.6M 1.13%
76,314
-482
29
$34.1M 1.08%
191,652
-13,066
30
$33.5M 1.07%
593,294
-16,107
31
$31.7M 1.01%
542,072
-2,820
32
$31.4M 1%
177,026
+425
33
$30M 0.95%
196,883
-5,730
34
$29.3M 0.93%
159,517
-643
35
$28.7M 0.91%
147,479
-10,042
36
$26.1M 0.83%
450,220
+75,353
37
$25.6M 0.81%
140,606
+2,704
38
$25.5M 0.81%
362,670
+6,000
39
$25.3M 0.8%
104,223
+12,257
40
$25.2M 0.8%
96,999
-129
41
$25M 0.79%
86,125
-411
42
$24.6M 0.78%
44,871
-2,929
43
$24.1M 0.77%
778,416
-6,556
44
$23.9M 0.76%
42,339
+384
45
$22.4M 0.71%
275,728
-53,187
46
$22M 0.7%
43,729
-1,111
47
$21.6M 0.69%
430,856
+19,007
48
$19.9M 0.63%
341,010
+212,506
49
$19.2M 0.61%
393,734
+2,678
50
$19.1M 0.61%
371,370
+1,354
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