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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.23M 0.45%
225,174
+151,123
77
$6.21M 0.45%
83,015
-6,684
78
$6.14M 0.44%
95,287
+5,675
79
$6.14M 0.44%
52,494
+4,536
80
$6.1M 0.44%
131,280
+100
81
$5.77M 0.41%
241,606
-11,079
82
$5.75M 0.41%
62,055
+1,334
83
$5.71M 0.41%
48,292
+303
84
$5.58M 0.4%
102,193
-2,550
85
$5.52M 0.4%
50,709
-50
86
$5.36M 0.38%
180,983
+15,903
87
$5.35M 0.38%
96,485
-4,647
88
$5.3M 0.38%
109,019
-1,667
89
$5.25M 0.38%
95,245
+4,110
90
$5.22M 0.37%
59,572
+931
91
$5.22M 0.37%
64,834
-15,951
92
$5.18M 0.37%
30,601
-322
93
$5.08M 0.37%
38,415
+277
94
$4.93M 0.35%
90,944
+571
95
$4.82M 0.35%
53,850
+6,954
96
$4.74M 0.34%
35,792
-3,974
97
$4.73M 0.34%
40,248
-1,593
98
$4.66M 0.33%
33,570
-382
99
$4.55M 0.33%
61,382
-4,575
100
$4.45M 0.32%
57,948
-1,612
2 3
4
5 6