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
$778M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.89M
3
+$1.53M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.43M
5
LYV icon
Live Nation Entertainment
LYV
+$1.36M

Top Sells

1
+$3.5M
2
+$1.87M
3
+$1.79M
4
APD icon
Air Products & Chemicals
APD
+$1.42M
5
AXP icon
American Express
AXP
+$1.25M

Sector Composition

1 Healthcare 25.04%
2 Technology 11.35%
3 Industrials 10.52%
4 Consumer Staples 9.88%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.27M 0.29%
43,458
+2,875
102
$2.23M 0.29%
45,835
+38,780
103
$2.23M 0.29%
130,772
+8,900
104
$2.21M 0.28%
52,694
-3,126
105
$2.19M 0.28%
23,392
-365
106
$2.06M 0.26%
21,540
+9,100
107
$2.06M 0.26%
60,520
+2,985
108
$2.05M 0.26%
51,822
-2,684
109
$2.05M 0.26%
74,673
-616
110
$2.05M 0.26%
36,339
-1,250
111
$2.04M 0.26%
3,058
+1,075
112
$2M 0.26%
33,906
-585
113
$1.92M 0.25%
11,850
-11,550
114
$1.85M 0.24%
44,438
-790
115
$1.83M 0.24%
21,735
-680
116
$1.83M 0.24%
28,253
+16,378
117
$1.82M 0.23%
27,164
-14,536
118
$1.8M 0.23%
46,128
-756
119
$1.79M 0.23%
27,374
-17,250
120
$1.69M 0.22%
36,691
+29,143
121
$1.64M 0.21%
26,640
+675
122
$1.6M 0.21%
12,922
+10,486
123
$1.53M 0.2%
57,124
+389
124
$1.53M 0.2%
+45,200
125
$1.49M 0.19%
49,883
3 4
5
6 7