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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.8M 0.61%
100,675
-3,577
52
$15.8M 0.57%
64,741
-1,067
53
$15.5M 0.56%
93,053
-743
54
$14.8M 0.54%
33,391
-284
55
$14.8M 0.54%
59,622
+154
56
$14.2M 0.51%
66,509
+2,176
57
$13.4M 0.48%
133,486
+83,358
58
$12.6M 0.46%
126,688
+7,779
59
$12.6M 0.45%
400,555
+28,168
60
$11.7M 0.42%
54,326
-2,087
61
$11.4M 0.41%
33,462
+187
62
$11M 0.4%
63,424
-1,935
63
$10.9M 0.39%
152,230
-58
64
$10.7M 0.39%
70,716
-2,936
65
$10.6M 0.38%
72,716
+4,016
66
$10.5M 0.38%
20,199
+1,022
67
$9.88M 0.36%
1,037,062
+422
68
$9.83M 0.36%
20,106
-1,303
69
$9.33M 0.34%
125,771
+3,942
70
$9.27M 0.34%
27,191
+911
71
$8.58M 0.31%
74,335
-2,479
72
$8.5M 0.31%
98,020
+170
73
$8.32M 0.3%
180,064
-2,970
74
$8.31M 0.3%
17,280
-2
75
$8.01M 0.29%
16,730
1 2
3
4 5