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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37M 0.21%
68,623
-3,943
77
$4.33M 0.21%
12,788
78
$4.21M 0.2%
30,339
-1,806
79
$3.93M 0.19%
30,560
-1,894
80
$3.26M 0.16%
16,578
-25
81
$3.21M 0.16%
12,639
-559
82
$3.16M 0.15%
14,396
-725
83
$3.12M 0.15%
35,644
-1,287
84
$3.01M 0.15%
76,302
-2,222
85
$2.89M 0.14%
14,471
86
$2.37M 0.12%
24,619
-31,015
87
$2.35M 0.11%
17,539
-1,693
88
$2.32M 0.11%
36,500
+2,000
89
$2.31M 0.11%
35,263
-2,725
90
$2.17M 0.11%
13,357
-950
91
$2.13M 0.1%
41,174
-4,628
92
$2.11M 0.1%
60,792
-780
93
$2.08M 0.1%
60,463
-1,595
94
$2.06M 0.1%
17,459
95
$2.05M 0.1%
37,977
-4,827
96
$1.99M 0.1%
82,704
-1,925
97
$1.89M 0.09%
4,783
-50
98
$1.85M 0.09%
21,398
-45
99
$1.83M 0.09%
31,863
-3,599
100
$1.83M 0.09%
6,979
-202
2 3
4
5 6