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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.25M 0.66%
+113,520
52
$9.19M 0.66%
428,292
+20,830
53
$9.13M 0.66%
260,540
-5,660
54
$9.09M 0.65%
116,084
+13,538
55
$9.01M 0.65%
64,614
+4,054
56
$8.81M 0.63%
121,489
-4,381
57
$8.39M 0.6%
173,300
+20,020
58
$8.24M 0.59%
756,972
+16,804
59
$8.24M 0.59%
29,673
+595
60
$8.18M 0.59%
133,805
-16,230
61
$7.92M 0.57%
55,959
-386
62
$7.48M 0.54%
80,442
+7,133
63
$7.45M 0.54%
69,875
-3,262
64
$7.44M 0.53%
+468,284
65
$7.3M 0.52%
54,004
+6,904
66
$7.22M 0.52%
125,134
-3,702
67
$7.2M 0.52%
89,904
+1,357
68
$7.18M 0.52%
60,290
-3,517
69
$7.12M 0.51%
75,107
+3,813
70
$6.88M 0.49%
295,010
+20,870
71
$6.78M 0.49%
174,106
-14,873
72
$6.72M 0.48%
119,069
+9,431
73
$6.58M 0.47%
111,543
-7,964
74
$6.39M 0.46%
91,092
-569
75
$6.26M 0.45%
105,019
-6,009
1 2
3
4 5