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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.7%
119,950
+4,105
52
$10.5M 0.7%
134,673
+2,426
53
$10.3M 0.69%
175,640
-2,540
54
$10M 0.67%
103,878
-2,309
55
$9.9M 0.66%
30,844
+609
56
$9.9M 0.66%
86,514
+1,600
57
$9.84M 0.66%
252,016
-5,876
58
$9.43M 0.63%
117,552
-1,240
59
$9.31M 0.62%
117,423
+3,039
60
$8.87M 0.59%
131,212
-76,125
61
$8.82M 0.59%
+60,241
62
$8.56M 0.57%
132,383
+5,620
63
$8.31M 0.56%
47,428
-753
64
$7.86M 0.53%
90,724
+18,960
65
$7.83M 0.52%
304,970
+2,410
66
$7.77M 0.52%
52,296
-2,220
67
$7.52M 0.5%
103,547
-17,377
68
$7.01M 0.47%
52,022
-1,813
69
$7M 0.47%
106,824
+4,788
70
$6.88M 0.46%
98,657
-2,566
71
$6.83M 0.46%
88,853
-1,273
72
$6.71M 0.45%
217,266
+27,708
73
$6.68M 0.45%
62,400
+1,737
74
$6.54M 0.44%
124,220
-2,880
75
$6.46M 0.43%
106,310
+3,848
1 2
3
4 5