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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.63M 0.68%
65,055
-6,871
52
$9.45M 0.67%
257,892
-2,648
53
$9.44M 0.67%
106,187
-15,302
54
$9.38M 0.67%
30,235
+562
55
$9.34M 0.66%
120,924
+4,840
56
$9.17M 0.65%
114,384
+24,480
57
$9.03M 0.64%
84,914
+4,472
58
$8.98M 0.64%
+74,404
59
$8.88M 0.63%
306,050
+80,876
60
$8.8M 0.63%
75,980
-91,293
61
$8.69M 0.62%
224,727
-2,741
62
$8.56M 0.61%
178,180
+4,880
63
$8.15M 0.58%
714,860
-42,112
64
$7.67M 0.55%
118,792
-6,342
65
$7.64M 0.54%
84,787
+9,680
66
$7.63M 0.54%
54,516
+512
67
$7.59M 0.54%
126,763
+7,694
68
$7.55M 0.54%
123,534
-10,271
69
$7.5M 0.53%
62,844
+10,350
70
$7.5M 0.53%
+71,764
71
$7.34M 0.52%
302,560
+7,550
72
$7.19M 0.51%
48,181
-7,778
73
$6.73M 0.48%
53,835
-6,455
74
$6.69M 0.48%
90,126
-966
75
$6.56M 0.47%
102,036
+6,749
1 2
3
4 5