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
$2.32B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11M
3
+$7.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.92M

Top Sells

1
+$11.9M
2
+$6.67M
3
+$5.21M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.85M
5
SE icon
Sea Limited
SE
+$4.38M

Sector Composition

1 Technology 21.27%
2 Industrials 16.18%
3 Financials 13.36%
4 Healthcare 11.19%
5 Real Estate 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.3M 0.27%
12,270
+272
77
$6.3M 0.27%
69,068
+1,825
78
$5.68M 0.24%
52,275
+2,518
79
$5.6M 0.24%
33,051
-663
80
$5.1M 0.22%
213,471
+97,629
81
$4.98M 0.21%
26,399
+1,873
82
$4.96M 0.21%
17,712
+2,554
83
$4.82M 0.21%
62,827
+19,410
84
$4.78M 0.21%
47,006
+14,299
85
$4.67M 0.2%
21,359
-600
86
$4.65M 0.2%
54,279
-384
87
$4.24M 0.18%
27,673
+892
88
$3.94M 0.17%
18,477
+289
89
$3.92M 0.17%
38,322
-24
90
$3.89M 0.17%
93,307
+19,070
91
$3.85M 0.17%
46,494
+11,977
92
$3.71M 0.16%
22,237
+1,103
93
$3.56M 0.15%
50,725
+190
94
$3.5M 0.15%
140,206
-4,280
95
$3.47M 0.15%
30,775
+4,602
96
$3.4M 0.15%
99,148
+31,332
97
$3.33M 0.14%
53,202
-1,410
98
$3.29M 0.14%
77,099
+6,736
99
$3.1M 0.13%
15,567
-461
100
$3.05M 0.13%
23,288
-922
2 3
4
5 6