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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.57%
250,210
-5,865
52
$12.7M 0.56%
63,406
-4,755
53
$12.2M 0.54%
61,397
+2,546
54
$12.1M 0.53%
479,338
+13,532
55
$11.8M 0.52%
24,904
-3,951
56
$11.7M 0.51%
352,749
+56,172
57
$11.5M 0.51%
111,720
-5,540
58
$10.8M 0.47%
57,226
-4,359
59
$10.8M 0.47%
79,448
-5,110
60
$10.6M 0.46%
64,286
-1,968
61
$10.3M 0.45%
564,248
+1,824
62
$8.44M 0.37%
38,195
-991
63
$7.44M 0.33%
98,420
-18,545
64
$6.97M 0.31%
58,121
-9,469
65
$6.95M 0.31%
+57,886
66
$6.95M 0.31%
64,006
-831
67
$6.76M 0.3%
14,822
-80
68
$6.62M 0.29%
16,714
-358
69
$6.52M 0.29%
26,834
-1,065
70
$6.41M 0.28%
25,089
-2,213
71
$6.32M 0.28%
47,537
-1,055
72
$6.23M 0.27%
51,998
-1,004
73
$5.84M 0.26%
12,271
-12
74
$5.37M 0.24%
22,027
-25
75
$5.25M 0.23%
14,096
-2,299
1 2
3
4 5