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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$8.32M
3 +$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1 +$9.58M
2 +$8.01M
3 +$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.21M 0.42%
231,759
+5,066
77
$6.13M 0.41%
66,207
-29,666
78
$6.11M 0.41%
+39,197
79
$5.57M 0.38%
67,027
+1,035
80
$5.5M 0.37%
79,606
-14,666
81
$5.49M 0.37%
27,447
+1,259
82
$5.28M 0.36%
36,629
-92
83
$5.19M 0.35%
85,185
+6,506
84
$5.13M 0.35%
18,922
+5,021
85
$5.08M 0.34%
27,195
+794
86
$4.69M 0.32%
46,194
-4,460
87
$4.3M 0.29%
357,072
-30,088
88
$4.08M 0.28%
+68,324
89
$4.08M 0.28%
24,173
-450
90
$3.92M 0.27%
24,804
-2,890
91
$3.85M 0.26%
48,924
-3,712
92
$3.82M 0.26%
20,677
-340
93
$3.76M 0.25%
64,955
-3,890
94
$3.76M 0.25%
67,786
-4,032
95
$3.75M 0.25%
47,479
-3,285
96
$3.6M 0.24%
59,110
-30,956
97
$3.54M 0.24%
17,068
+27
98
$3.49M 0.24%
38,531
-2,053
99
$3.17M 0.21%
73,574
-1,650
100
$3.16M 0.21%
63,637
-14,640