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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.55%
+149,436
52
$10.9M 0.53%
482,476
+22,672
53
$10.1M 0.49%
54,034
-1,281
54
$10M 0.49%
269,945
-26,015
55
$9.43M 0.46%
67,589
-4,493
56
$9.35M 0.45%
127,580
-980
57
$9.31M 0.45%
67,623
+286
58
$8.97M 0.44%
129,232
-20,016
59
$8.81M 0.43%
61,467
-5,959
60
$8.73M 0.43%
152,145
-22,900
61
$7M 0.34%
28,958
-280
62
$6.88M 0.33%
569,020
-54,728
63
$6.75M 0.33%
21,645
-713
64
$6.73M 0.33%
15,243
-265
65
$6.59M 0.32%
30,968
-997
66
$6.4M 0.31%
29,519
-1,040
67
$6.34M 0.31%
67,990
-1,293
68
$6.12M 0.3%
48,707
-648
69
$6.01M 0.29%
17,958
-840
70
$6.01M 0.29%
55,217
-2,032
71
$6M 0.29%
40,086
-1,440
72
$5.11M 0.25%
26,456
-4,730
73
$5.11M 0.25%
64,575
-1,758
74
$4.96M 0.24%
23,792
-163
75
$4.84M 0.24%
68,985
-4,715
1 2
3
4 5