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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.39M 0.2%
20,162
-480
77
$5.16M 0.19%
65,560
+8,600
78
$4.94M 0.18%
147,669
-377,492
79
$4.91M 0.18%
200,000
80
$4.52M 0.16%
59,017
+980
81
$4.25M 0.15%
16,869
+1,415
82
$4.24M 0.15%
17,184
-554
83
$4.18M 0.15%
66,020
+943
84
$4.11M 0.15%
23,909
-763
85
$4.02M 0.15%
28,852
-1,530
86
$3.72M 0.14%
27,729
-7,362
87
$3.66M 0.13%
82,298
+5,998
88
$3.58M 0.13%
49,304
-10,198
89
$3.58M 0.13%
26,409
+922
90
$3.49M 0.13%
22,037
+314
91
$3.25M 0.12%
25,100
-50
92
$3.22M 0.12%
13,716
-150
93
$3.21M 0.12%
26,852
-1,240
94
$3.21M 0.12%
52,419
+1,612
95
$3.19M 0.12%
61,508
+33,651
96
$3.15M 0.11%
7,591
+301
97
$3.11M 0.11%
17,883
-1,026
98
$2.8M 0.1%
50,008
-866
99
$2.76M 0.1%
15,115
-826
100
$2.73M 0.1%
44,000
2 3
4
5 6