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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.89M
3
+$1.53M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M
5
LYV icon
Live Nation Entertainment
LYV
+$1.36M

Top Sells

1
+$3.5M
2
+$1.87M
3
+$1.79M
4
APD icon
Air Products & Chemicals
APD
+$1.42M
5
AXP icon
American Express
AXP
+$1.25M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.63%
230,287
+66,820
52
$4.92M 0.63%
75,256
-3,569
53
$4.72M 0.61%
71,888
+939
54
$4.6M 0.59%
43,153
+3,258
55
$4.57M 0.59%
98,135
-5,897
56
$4.57M 0.59%
47,346
-2,205
57
$4.57M 0.59%
41,087
-520
58
$4.57M 0.59%
53,814
-11,460
59
$4.47M 0.57%
38,491
-5,645
60
$4.46M 0.57%
148,334
+25,904
61
$4.36M 0.56%
54,840
+309
62
$4.31M 0.55%
137,192
-6,389
63
$4.3M 0.55%
198,180
+8,920
64
$4.27M 0.55%
45,799
+1,764
65
$4.14M 0.53%
17,500
+2,717
66
$4.07M 0.52%
37,686
+2,025
67
$3.94M 0.51%
32,308
+499
68
$3.92M 0.5%
118,514
+812
69
$3.83M 0.49%
28,164
-1,220
70
$3.75M 0.48%
95,566
-1,231
71
$3.72M 0.48%
20,170
-756
72
$3.6M 0.46%
91,169
-4,895
73
$3.56M 0.46%
27,462
-1,339
74
$3.48M 0.45%
21,762
-562
75
$3.44M 0.44%
35,989
-33
1 2
3
4 5