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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.1M 0.68%
150,035
-6,679
52
$9.09M 0.68%
167,183
-15,115
53
$8.76M 0.65%
288,406
+30,206
54
$8.54M 0.64%
266,200
-7,872
55
$8.52M 0.63%
102,546
+40,452
56
$8.49M 0.63%
128,836
-3,276
57
$8.47M 0.63%
71,866
-2,819
58
$8.2M 0.61%
125,870
-3,270
59
$7.81M 0.58%
60,560
+6,204
60
$7.78M 0.58%
29,078
+2,025
61
$7.72M 0.58%
73,137
-1,305
62
$7.33M 0.55%
56,345
-2,409
63
$7.26M 0.54%
63,807
-3,298
64
$7.1M 0.53%
188,979
-32,035
65
$7.06M 0.53%
88,547
+505
66
$6.98M 0.52%
407,462
+76,798
67
$6.8M 0.51%
89,699
-394
68
$6.79M 0.51%
153,280
+2,020
69
$6.66M 0.5%
119,507
-6,684
70
$6.65M 0.5%
111,028
-4,975
71
$6.39M 0.48%
73,309
+37,019
72
$6.34M 0.47%
80,785
-38,520
73
$6.34M 0.47%
91,661
+6,273
74
$6.29M 0.47%
47,989
+1,806
75
$6.19M 0.46%
109,638
+7,726
1 2
3
4 5