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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.89M
3
+$1.53M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M
5
LYV icon
Live Nation Entertainment
LYV
+$1.36M

Top Sells

1
+$3.5M
2
+$1.87M
3
+$1.79M
4
APD icon
Air Products & Chemicals
APD
+$1.42M
5
AXP icon
American Express
AXP
+$1.25M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.44M 0.44%
42,862
-475
77
$3.41M 0.44%
112,069
-1,741
78
$3.29M 0.42%
31,053
-9,000
79
$3.1M 0.4%
44,546
-935
80
$3.09M 0.4%
24,748
+16,374
81
$3.06M 0.39%
32,237
-6,595
82
$3.04M 0.39%
51,139
-7,804
83
$3.04M 0.39%
45,605
-1,725
84
$3M 0.39%
68,953
-2,090
85
$2.98M 0.38%
30,703
-180
86
$2.96M 0.38%
73,116
-2,082
87
$2.92M 0.38%
24,239
-472
88
$2.89M 0.37%
61,852
+3,535
89
$2.89M 0.37%
18,573
-3,258
90
$2.83M 0.36%
43,657
-14,108
91
$2.82M 0.36%
24,940
+690
92
$2.63M 0.34%
66,479
-2,206
93
$2.53M 0.32%
34,083
-1,305
94
$2.48M 0.32%
559,840
+171,216
95
$2.43M 0.31%
78,012
-550
96
$2.42M 0.31%
32,470
-396
97
$2.38M 0.31%
13,807
+1,285
98
$2.32M 0.3%
47,905
+1,205
99
$2.31M 0.3%
11,244
+2,086
100
$2.27M 0.29%
17,693
+7,402
2 3
4
5 6