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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.54%
58,851
-3,724
52
$11.8M 0.53%
256,075
-13,870
53
$11.8M 0.53%
84,558
-2,434
54
$11.4M 0.52%
465,806
-16,670
55
$10.9M 0.49%
61,585
-6,004
56
$10.8M 0.49%
51,092
-2,942
57
$10.5M 0.48%
66,254
-1,369
58
$10.3M 0.47%
117,260
-10,320
59
$9.46M 0.43%
296,577
+288,952
60
$9.16M 0.42%
60,113
-1,354
61
$9.02M 0.41%
116,965
-12,267
62
$8.57M 0.39%
562,424
-6,596
63
$8.3M 0.38%
67,590
-400
64
$7.68M 0.35%
39,186
-900
65
$6.94M 0.32%
14,902
-341
66
$6.87M 0.31%
48,592
-115
67
$6.73M 0.31%
27,899
-1,620
68
$6.52M 0.3%
29,057
+99
69
$6.38M 0.29%
17,072
-886
70
$6.33M 0.29%
27,302
-3,666
71
$5.96M 0.27%
64,837
-4,148
72
$5.8M 0.26%
53,002
-2,215
73
$5.75M 0.26%
16,395
-5,250
74
$5.4M 0.25%
22,052
-1,740
75
$5.16M 0.23%
12,283
-505
1 2
3
4 5