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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.22%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.24M 0.51%
+40,968
77
$6.2M 0.51%
44,078
+5,133
78
$6.15M 0.5%
59,080
+42,540
79
$5.98M 0.49%
124,905
+2,794
80
$5.97M 0.49%
62,313
-162
81
$5.96M 0.49%
+130,935
82
$5.92M 0.48%
+192,739
83
$5.86M 0.48%
+239,127
84
$5.79M 0.47%
+172,276
85
$5.76M 0.47%
66,025
+7,247
86
$5.63M 0.46%
71,186
-6,828
87
$5.61M 0.46%
47,979
+2,880
88
$5.5M 0.45%
153,780
+320
89
$5.48M 0.45%
94,328
+2,912
90
$5.44M 0.44%
+172,311
91
$5.41M 0.44%
73,897
+734
92
$5.34M 0.44%
35,095
+3,615
93
$5.29M 0.43%
69,409
+1,770
94
$5.19M 0.42%
39,684
+3,072
95
$4.93M 0.4%
+85,120
96
$4.9M 0.4%
+114,286
97
$4.84M 0.39%
33,456
+7,982
98
$4.75M 0.39%
+108,921
99
$4.67M 0.38%
+151,639
100
$4.61M 0.38%
131,080
-240
2 3
4
5 6