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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.55%
441,824
-14,567
52
$12.6M 0.54%
32,014
+27,983
53
$12.5M 0.54%
1,255,734
-61,806
54
$12M 0.52%
53,315
+1,080
55
$11.9M 0.51%
191,195
-22,193
56
$11.9M 0.51%
99,853
-3,503
57
$11.9M 0.51%
58,614
-35
58
$11.1M 0.48%
29,450
+3,819
59
$11M 0.48%
101,160
+2,280
60
$10.9M 0.47%
268,288
+55,399
61
$10.6M 0.46%
58,203
-3,278
62
$10.4M 0.45%
72,251
-222
63
$9.64M 0.42%
432,385
+4,806
64
$9.55M 0.41%
54,869
-831
65
$9.06M 0.39%
43,132
-1,187
66
$8.46M 0.36%
30,982
+2,034
67
$7.31M 0.32%
13,460
-120
68
$7.17M 0.31%
77,619
+14,709
69
$7.11M 0.31%
+228,574
70
$6.98M 0.3%
68,197
+25,624
71
$6.8M 0.29%
200,000
72
$6.76M 0.29%
47,117
+3,862
73
$6.65M 0.29%
18,168
-550
74
$6.6M 0.28%
15,957
+4,039
75
$6.49M 0.28%
83,835
-10,276
1 2
3
4 5