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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.1M 0.59%
502,836
+1,304
52
$15.7M 0.57%
59,351
+3,712
53
$14.9M 0.54%
103,180
-4,820
54
$14.7M 0.54%
57,681
+260
55
$14.5M 0.53%
134,781
-95,567
56
$14.4M 0.52%
61,061
+2,241
57
$14.3M 0.52%
88,757
+730
58
$13.6M 0.5%
61,856
-956
59
$13.6M 0.49%
23,984
+77
60
$12.5M 0.45%
50,580
+687
61
$11.6M 0.42%
70,679
+5,901
62
$11.3M 0.41%
+99,201
63
$11.2M 0.41%
23,538
+6,497
64
$9.17M 0.33%
13,744
-260
65
$7.92M 0.29%
35,612
-1,290
66
$7.62M 0.28%
81,561
-3,274
67
$7.29M 0.27%
24,383
-896
68
$7.26M 0.26%
23,760
-1,980
69
$7.18M 0.26%
43,084
+714
70
$7.1M 0.26%
61,973
-187
71
$6.78M 0.25%
30,322
-3,938
72
$6.75M 0.25%
47,980
+320
73
$6.24M 0.23%
12,417
-1,586
74
$6.23M 0.23%
12,026
-95
75
$6.16M 0.22%
53,866
-1,355
1 2
3
4 5