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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.18M 0.46%
47,100
-1,810
77
$6.13M 0.46%
71,294
+20,088
78
$6.07M 0.45%
252,685
-3,985
79
$6M 0.45%
274,140
+13,250
80
$5.76M 0.43%
104,743
-8,575
81
$5.63M 0.42%
101,132
-1,760
82
$5.56M 0.41%
131,180
-3,400
83
$5.46M 0.41%
89,612
+11,261
84
$5.46M 0.41%
60,721
-5,572
85
$5.41M 0.4%
58,641
+3,451
86
$5.38M 0.4%
50,759
-607
87
$5.15M 0.38%
30,923
-463
88
$5M 0.37%
73,560
-348
89
$4.96M 0.37%
47,958
+15,336
90
$4.92M 0.37%
110,686
-5,120
91
$4.91M 0.37%
62,878
-311
92
$4.88M 0.36%
111,009
+1,168
93
$4.83M 0.36%
65,957
-5,406
94
$4.79M 0.36%
91,135
+7,816
95
$4.72M 0.35%
41,841
-706
96
$4.72M 0.35%
39,766
-21,715
97
$4.68M 0.35%
90,373
+3,990
98
$4.63M 0.35%
38,138
-718
99
$4.47M 0.33%
33,952
+335
100
$4.39M 0.33%
+165,080
2 3
4
5 6