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
$1.34B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.44M
3
+$5.01M
4
ARMK icon
Aramark
ARMK
+$4.39M
5
PFE icon
Pfizer
PFE
+$3.41M

Top Sells

1
+$12.8M
2
+$6.45M
3
+$6.14M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$5.51M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.95M

Sector Composition

1 Healthcare 16.13%
2 Technology 13.13%
3 Industrials 10.24%
4 Consumer Staples 9.51%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.38M 0.33%
46,896
+7,242
102
$4.3M 0.32%
26,230
-1,915
103
$4.21M 0.31%
59,560
-34,625
104
$4.07M 0.3%
31,424
+742
105
$3.97M 0.3%
5,489
+84
106
$3.96M 0.3%
108,483
+3,315
107
$3.92M 0.29%
65,922
-4,799
108
$3.73M 0.28%
46,818
-1,250
109
$3.71M 0.28%
85,982
+1,347
110
$3.71M 0.28%
77,995
-1,450
111
$3.7M 0.28%
118,805
+3,950
112
$3.51M 0.26%
49,589
-1,292
113
$3.37M 0.25%
68,361
-5,700
114
$3.29M 0.25%
91,261
-4,569
115
$3.23M 0.24%
13,701
-488
116
$3.17M 0.24%
133,704
-1,925
117
$3.11M 0.23%
18,673
-1,571
118
$2.89M 0.22%
68,187
-3,798
119
$2.89M 0.22%
21,947
-4,543
120
$2.88M 0.21%
18,747
-1,226
121
$2.87M 0.21%
37,308
-260
122
$2.84M 0.21%
121,427
+1,942
123
$2.81M 0.21%
25,919
-960
124
$2.79M 0.21%
62,511
-7,998
125
$2.72M 0.2%
68,824
-6,830
3 4
5
6 7