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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.05M 0.22%
66,592
-461
77
$4.29M 0.19%
58,250
-2,554
78
$3.91M 0.17%
17,651
-5,588
79
$3.82M 0.17%
25,943
-1,018
80
$3.64M 0.16%
25,725
-2,809
81
$3.44M 0.15%
15,593
-10
82
$3.28M 0.14%
92,500
+45,000
83
$3.12M 0.14%
60,366
-601
84
$2.98M 0.13%
13,911
-125
85
$2.92M 0.13%
26,946
-3,552
86
$2.9M 0.13%
52,008
-2,539
87
$2.88M 0.13%
18,934
88
$2.81M 0.12%
72,525
+15,238
89
$2.47M 0.11%
29,192
-2,641
90
$2.47M 0.11%
9,923
-1,955
91
$2.44M 0.11%
174,448
-1,055
92
$2.41M 0.11%
40,000
+3,500
93
$2.33M 0.1%
10,375
-2,385
94
$2.25M 0.1%
35,196
-1,873
95
$2.15M 0.09%
13,341
-945
96
$2.13M 0.09%
35,030
+16,130
97
$2.06M 0.09%
5,511
98
$2.06M 0.09%
22,790
-10,103
99
$2.05M 0.09%
27,450
-100
100
$2.03M 0.09%
6,904
2 3
4
5 6