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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.57%
494,430
+19,873
52
$14M 0.56%
58,908
-184
53
$14M 0.56%
66,341
-13,469
54
$13.3M 0.54%
34,826
+4,630
55
$13M 0.52%
57,009
-476
56
$12.9M 0.52%
145,882
+3,962
57
$12.3M 0.49%
104,818
+7,467
58
$12.1M 0.49%
39,265
+660
59
$11.5M 0.46%
76,200
+92
60
$11.4M 0.46%
120,506
+4,108
61
$11.2M 0.45%
20,302
+847
62
$11.1M 0.44%
132,251
+18,928
63
$9.93M 0.4%
55,745
+574
64
$9.85M 0.4%
41,248
-652
65
$9.36M 0.38%
17,663
+479
66
$8.91M 0.36%
80,264
+678
67
$8.8M 0.35%
151,510
+427
68
$8.69M 0.35%
64,834
+4,957
69
$8.63M 0.35%
1,035,220
+611,740
70
$8.2M 0.33%
24,371
-411
71
$8.13M 0.33%
304,862
-55,816
72
$7.91M 0.32%
72,064
+2,343
73
$7.9M 0.32%
188,127
-9,003
74
$7.45M 0.3%
49,032
+870
75
$7.32M 0.29%
16,530
-29
1 2
3
4 5