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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.89M 0.22%
67,053
-1,570
77
$4.75M 0.22%
60,804
-3,771
78
$4.74M 0.22%
23,239
-3,217
79
$4.23M 0.19%
28,534
-1,805
80
$3.81M 0.17%
26,961
-3,599
81
$3.29M 0.15%
+175,503
82
$3.27M 0.15%
30,498
-5,146
83
$3.25M 0.15%
15,603
-975
84
$3.04M 0.14%
14,036
-435
85
$2.74M 0.12%
12,760
-1,636
86
$2.73M 0.12%
11,878
-761
87
$2.73M 0.12%
60,967
-15,335
88
$2.64M 0.12%
32,893
-2,370
89
$2.42M 0.11%
15,894
-1,565
90
$2.41M 0.11%
18,934
-5,685
91
$2.34M 0.11%
31,833
-6,144
92
$2.25M 0.1%
54,547
-5,916
93
$2.19M 0.1%
36,500
94
$2.13M 0.1%
13,171
-186
95
$2.09M 0.09%
14,286
-3,253
96
$2.04M 0.09%
4,738
-45
97
$2.01M 0.09%
57,518
-3,274
98
$1.98M 0.09%
5,511
99
$1.91M 0.09%
14,424
100
$1.9M 0.09%
22,253
-553
2 3
4
5 6