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
$1.23B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.5M

Top Sells

1
+$2.3M
2
+$753K
3
+$540K
4
CERN
Cerner Corp
CERN
+$468K
5
WWD icon
Woodward
WWD
+$350K

Sector Composition

1 Healthcare 18.22%
2 Technology 11.02%
3 Consumer Staples 10.97%
4 Industrials 9.8%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.6M 0.37%
40,463
-304
102
$4.58M 0.37%
17,918
+119
103
$4.51M 0.37%
44,327
+4,032
104
$4.46M 0.36%
32,462
+3,880
105
$4.36M 0.36%
+44,746
106
$4.18M 0.34%
34,927
-1,598
107
$4.01M 0.33%
103,800
-5,780
108
$3.89M 0.32%
+48,023
109
$3.88M 0.32%
164,912
+65,616
110
$3.85M 0.31%
31,968
+2,088
111
$3.84M 0.31%
48,202
-1,990
112
$3.8M 0.31%
4,785
+982
113
$3.78M 0.31%
+80,835
114
$3.73M 0.3%
69,852
-440
115
$3.72M 0.3%
185,353
-16,062
116
$3.65M 0.3%
+235,010
117
$3.65M 0.3%
32,297
+9,415
118
$3.62M 0.29%
38,637
+12,661
119
$3.58M 0.29%
19,860
+140
120
$3.57M 0.29%
87,315
+1,535
121
$3.56M 0.29%
+33,296
122
$3.48M 0.28%
70,931
+14,310
123
$3.44M 0.28%
75,800
+2,671
124
$3.43M 0.28%
95,044
+9,148
125
$3.41M 0.28%
25,864
-460
3 4
5
6 7