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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.7M 0.6%
344,453
-370
52
$13.6M 0.59%
141,920
+40,760
53
$12.5M 0.54%
59,092
+478
54
$11.7M 0.51%
474,557
+2,737
55
$11.5M 0.5%
57,485
-718
56
$10.8M 0.47%
30,196
+746
57
$10.3M 0.45%
38,605
+7,623
58
$10.1M 0.44%
116,398
+38,779
59
$10.1M 0.44%
97,351
-2,502
60
$9.91M 0.43%
435,694
+3,309
61
$9.87M 0.43%
19,455
+5,995
62
$9.61M 0.42%
76,108
+3,857
63
$9.48M 0.41%
41,900
-1,232
64
$9.37M 0.41%
55,171
+302
65
$8.89M 0.39%
113,323
+29,488
66
$8.88M 0.39%
360,678
-81,146
67
$8.68M 0.38%
17,184
+4,914
68
$7.61M 0.33%
+151,083
69
$7.17M 0.31%
197,130
-71,158
70
$6.85M 0.3%
79,586
+10,518
71
$6.82M 0.3%
24,782
+6,614
72
$6.75M 0.29%
69,721
+17,446
73
$6.65M 0.29%
16,559
+602
74
$6.6M 0.29%
170,000
-30,000
75
$6.51M 0.28%
48,162
+1,045
1 2
3
4 5