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
$2.3B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.82M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.78M

Top Sells

1
+$10.8M
2
+$8.4M
3
+$6.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.24M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.66M

Sector Composition

1 Technology 21.79%
2 Industrials 16.09%
3 Financials 13.4%
4 Healthcare 10.36%
5 Real Estate 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.26M 0.27%
59,877
+29,102
77
$6.22M 0.27%
38,115
+15,878
78
$6.02M 0.26%
96,909
+93,059
79
$5.64M 0.24%
64,580
+10,301
80
$5.44M 0.24%
32,983
-68
81
$5M 0.22%
27,838
+1,439
82
$4.99M 0.22%
18,681
+969
83
$4.67M 0.2%
210,690
-2,781
84
$4.56M 0.2%
21,694
+335
85
$4.44M 0.19%
147,051
+55,781
86
$4.39M 0.19%
21,683
+6,116
87
$4.14M 0.18%
49,097
-1,628
88
$4.05M 0.18%
111,007
+17,700
89
$3.98M 0.17%
423,480
-894,873
90
$3.97M 0.17%
89,410
+64,580
91
$3.94M 0.17%
29,326
+1,653
92
$3.91M 0.17%
20,090
+1,613
93
$3.76M 0.16%
45,918
+24,141
94
$3.58M 0.16%
63,868
+10,666
95
$3.56M 0.15%
49,842
+47,024
96
$3.52M 0.15%
+43,032
97
$3.25M 0.14%
18,009
+1,534
98
$3.17M 0.14%
100,585
+1,437
99
$3.16M 0.14%
137,216
-2,990
100
$3.08M 0.13%
37,085
-1,237
2 3
4
5 6