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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.36M 0.45%
101,223
-3,796
77
$6.19M 0.44%
127,100
-4,180
78
$5.91M 0.42%
60,663
+6,813
79
$5.77M 0.41%
102,462
+7,217
80
$5.75M 0.41%
233,736
-7,870
81
$5.66M 0.4%
74,415
-8,600
82
$5.64M 0.4%
108,733
-2,810
83
$5.56M 0.4%
189,558
+8,575
84
$5.54M 0.39%
58,431
-3,624
85
$5.46M 0.39%
91,178
+234
86
$5.26M 0.37%
45,390
-5,319
87
$5.24M 0.37%
38,355
-60
88
$5.17M 0.37%
134,246
-39,860
89
$5.1M 0.36%
57,128
-2,444
90
$4.97M 0.35%
96,848
-5,345
91
$4.93M 0.35%
26,906
-3,695
92
$4.9M 0.35%
91,818
-17,201
93
$4.64M 0.33%
84,229
-12,256
94
$4.61M 0.33%
32,983
-2,809
95
$4.59M 0.33%
115,303
+330
96
$4.55M 0.32%
24,430
-290
97
$4.43M 0.32%
60,866
-516
98
$4.3M 0.31%
52,941
-11,893
99
$4.23M 0.3%
38,109
-2,139
100
$4.19M 0.3%
57,301
-647
2 3
4
5 6