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
$3.14B
AUM Growth
+$232K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.36M
3
+$2.97M
4
FICO icon
Fair Isaac
FICO
+$1.12M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$954K

Top Sells

1
+$9.3M
2
+$4.32M
3
+$4.07M
4
EQIX icon
Equinix
EQIX
+$2.7M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.33M

Sector Composition

1 Technology 25.69%
2 Industrials 17.91%
3 Financials 15.99%
4 Healthcare 7.82%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.74M 0.28%
18,233
-104
77
$8.45M 0.27%
46,299
+1,089
78
$8.4M 0.27%
156,953
+7,225
79
$8.14M 0.26%
30,435
+1,606
80
$8.08M 0.26%
163,541
-5,070
81
$7.55M 0.24%
31,634
-460
82
$7.51M 0.24%
91,968
+7,521
83
$7.3M 0.23%
63,455
+3,003
84
$7.21M 0.23%
101,788
+1,221
85
$7.15M 0.23%
56,745
-1,193
86
$6.77M 0.22%
43,293
-1,665
87
$6.76M 0.22%
65,092
+1,464
88
$6.66M 0.21%
19,576
+425
89
$6.44M 0.21%
39,063
+218
90
$6.3M 0.2%
50,976
+2,776
91
$6.21M 0.2%
43,482
+37
92
$6.13M 0.2%
23,855
+703
93
$6.04M 0.19%
9,187
+177
94
$6.02M 0.19%
16,505
-719
95
$5.88M 0.19%
75,061
-60
96
$5.65M 0.18%
27,854
-345
97
$5.62M 0.18%
141,268
-2,540
98
$5.26M 0.17%
36,166
-499
99
$5.2M 0.17%
30,324
-537
100
$4.65M 0.15%
20,567
-42
2 3
4
5 6