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
$2.76B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.35M
3
+$3.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M

Top Sells

1
+$19.6M
2
+$8.37M
3
+$1.92M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Sector Composition

1 Technology 24.27%
2 Industrials 17.57%
3 Financials 13.11%
4 Healthcare 9.12%
5 Materials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.93M 0.29%
36,058
-1,313
77
$7.81M 0.28%
42,165
-2,468
78
$7.63M 0.28%
46,989
-967
79
$7.45M 0.27%
21,280
+1,747
80
$7.14M 0.26%
65,456
-1,649
81
$6.93M 0.25%
54,280
+4,580
82
$6.85M 0.25%
43,532
+2,148
83
$6.79M 0.25%
18,373
84
$6.56M 0.24%
80,863
+1,158
85
$6.09M 0.22%
27,668
-156
86
$6.02M 0.22%
122,221
+35,709
87
$5.95M 0.22%
19,491
+2,552
88
$5.79M 0.21%
98,628
+5,555
89
$5.6M 0.2%
29,881
-1,548
90
$5.55M 0.2%
51,703
+2,376
91
$5.44M 0.2%
18,973
-298
92
$5.24M 0.19%
19,047
-1,423
93
$5.08M 0.18%
70,044
-347
94
$5.01M 0.18%
179,222
-62,186
95
$4.96M 0.18%
23,455
+2,822
96
$4.66M 0.17%
192,555
-7,134
97
$4.62M 0.17%
160,898
+2,343
98
$4.42M 0.16%
45,140
-3,054
99
$4.37M 0.16%
38,995
-970
100
$4.25M 0.15%
144,395
-26,477
2 3
4
5 6