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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.71%
113,107
-7,986
52
$10.2M 0.69%
139,531
+2,667
53
$10M 0.68%
69,770
-3,640
54
$9.78M 0.66%
423,910
-5,280
55
$9.75M 0.66%
269,565
+19,805
56
$9.68M 0.65%
39,683
-193
57
$9.41M 0.64%
31,846
+54
58
$9.17M 0.62%
219,568
-13,420
59
$9.01M 0.61%
81,390
-975
60
$8.9M 0.6%
105,068
-5,961
61
$8.59M 0.58%
125,712
-2,570
62
$8.31M 0.56%
109,339
+2,362
63
$7.85M 0.53%
61,131
-376
64
$7.65M 0.52%
115,568
+3,804
65
$7.46M 0.5%
89,446
-87
66
$7.36M 0.5%
163,604
+14,678
67
$7.36M 0.5%
303,200
-2,580
68
$7M 0.47%
46,044
-2,159
69
$6.99M 0.47%
116,530
-6,285
70
$6.93M 0.47%
122,820
+220
71
$6.91M 0.47%
49,861
-720
72
$6.85M 0.46%
102,257
-6,193
73
$6.85M 0.46%
85,913
-4,401
74
$6.81M 0.46%
47,378
-3,194
75
$6.33M 0.43%
72,406
-896
1 2
3
4 5