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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.8M 0.57%
22,557
+71
52
$17.3M 0.55%
58,297
-5,177
53
$17.1M 0.54%
31,454
-743
54
$17M 0.54%
49,273
-145
55
$16.7M 0.53%
496,595
-120,987
56
$15.6M 0.5%
76,996
+2,003
57
$15.3M 0.49%
95,490
-1,910
58
$14.7M 0.47%
30,544
+640
59
$14.1M 0.45%
60,663
-1,573
60
$13.9M 0.44%
134,238
-561
61
$13M 0.41%
30,258
+740
62
$12.9M 0.41%
120,939
-772
63
$11.7M 0.37%
96,375
-2,079
64
$11.5M 0.37%
28,236
-133
65
$11.5M 0.36%
78,401
-64
66
$11.3M 0.36%
20,509
-97
67
$11.2M 0.36%
68,127
+966
68
$10.4M 0.33%
23,225
+422
69
$10.3M 0.33%
18,466
+118
70
$10.1M 0.32%
81,969
+5,424
71
$9.84M 0.31%
19,520
+145
72
$9.24M 0.29%
6,613
+46
73
$9.07M 0.29%
53,484
-252
74
$8.96M 0.28%
44,511
-3,507
75
$8.77M 0.28%
16,382
1 2
3
4 5