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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.22%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.7M 0.63%
+693,504
52
$7.61M 0.62%
87,216
+13,710
53
$7.6M 0.62%
160,491
+4,232
54
$7.58M 0.62%
53,900
+5,555
55
$7.58M 0.62%
253,580
+5,875
56
$7.42M 0.6%
1,210,888
+102,472
57
$7.31M 0.6%
224,302
+3,048
58
$7.3M 0.6%
87,550
+9,446
59
$7.23M 0.59%
101,412
+94,484
60
$7.19M 0.59%
150,163
+25,973
61
$7.18M 0.59%
207,480
+12,020
62
$7.18M 0.58%
129,996
+3,645
63
$7M 0.57%
+86,592
64
$6.99M 0.57%
62,223
+5,678
65
$6.89M 0.56%
+68,647
66
$6.79M 0.55%
+126,725
67
$6.74M 0.55%
508,219
+473,478
68
$6.63M 0.54%
102,681
+28,395
69
$6.62M 0.54%
+178,287
70
$6.56M 0.53%
163,822
+30,102
71
$6.54M 0.53%
+256,215
72
$6.53M 0.53%
49,707
+333
73
$6.47M 0.53%
129,517
-413
74
$6.44M 0.52%
+25,950
75
$6.29M 0.51%
75,524
+8,691
1 2
3
4 5