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
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.22M 0.29%
39,966
+1,851
77
$7.04M 0.28%
63,830
-750
78
$6.98M 0.28%
170,039
+39
79
$6.84M 0.28%
354,462
-81,232
80
$6.33M 0.25%
215,525
-1,496,963
81
$6.22M 0.25%
76,634
+66,375
82
$5.95M 0.24%
79,081
-423,754
83
$5.65M 0.23%
32,421
-562
84
$5.64M 0.23%
48,582
-515
85
$5.46M 0.22%
97,630
+8,220
86
$5.38M 0.22%
28,137
+299
87
$5.27M 0.21%
21,575
-108
88
$5.18M 0.21%
156,441
+9,390
89
$5.17M 0.21%
205,425
-5,265
90
$5M 0.2%
49,496
+3,578
91
$4.98M 0.2%
18,698
+17
92
$4.78M 0.19%
29,570
+244
93
$4.73M 0.19%
22,097
+403
94
$4.68M 0.19%
71,227
+7,359
95
$4.18M 0.17%
35,753
-1,332
96
$4.18M 0.17%
107,118
-3,889
97
$4.14M 0.17%
19,987
-103
98
$4.13M 0.17%
195,884
+114,123
99
$4.06M 0.16%
47,246
+1,356
100
$3.97M 0.16%
+67,822
2 3
4
5 6