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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.35M 0.43%
91,194
+16
77
$6.29M 0.42%
100,541
-8,192
78
$6.16M 0.41%
74,829
+414
79
$6.09M 0.41%
129,754
+61,219
80
$5.97M 0.4%
44,487
-903
81
$5.64M 0.38%
55,310
-3,121
82
$5.5M 0.37%
402,244
-312,616
83
$5.38M 0.36%
37,682
-673
84
$5.32M 0.36%
+141,009
85
$5.31M 0.36%
98,924
-24,610
86
$5.29M 0.35%
26,691
-215
87
$5.23M 0.35%
91,596
-222
88
$5.03M 0.34%
125,583
-8,663
89
$4.99M 0.33%
82,267
-1,962
90
$4.93M 0.33%
31,869
-1,114
91
$4.75M 0.32%
114,985
-318
92
$4.54M 0.3%
60,151
-715
93
$4.52M 0.3%
56,260
-1,041
94
$4.45M 0.3%
51,676
-5,452
95
$4.44M 0.3%
53,111
-22,869
96
$4.19M 0.28%
24,071
-359
97
$4.16M 0.28%
79,386
-17,462
98
$3.98M 0.27%
114,802
-7,665
99
$3.94M 0.26%
37,275
-834
100
$3.91M 0.26%
25,270
-249
2 3
4
5 6