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
$1.39B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.22M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.18M
5
LUX
Luxottica Group
LUX
+$3.56M

Top Sells

1
+$8.58M
2
+$8.02M
3
+$7.95M
4
EAT icon
Brinker International
EAT
+$3.91M
5
MGA icon
Magna International
MGA
+$3.71M

Sector Composition

1 Healthcare 17.34%
2 Technology 13.34%
3 Industrials 10.15%
4 Financials 9.68%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.34M 0.31%
65,347
-575
102
$4.31M 0.31%
126,447
+7,642
103
$4.26M 0.31%
24,720
-1,510
104
$4.22M 0.3%
27,579
-3,845
105
$4.11M 0.3%
114,973
+6,490
106
$3.79M 0.27%
15,686
+1,985
107
$3.65M 0.26%
45,773
-1,045
108
$3.63M 0.26%
76,607
-1,388
109
$3.4M 0.24%
136,566
+15,139
110
$3.39M 0.24%
62,621
-5,740
111
$3.39M 0.24%
137,279
+3,575
112
$3.35M 0.24%
44,711
-4,878
113
$3.34M 0.24%
19,167
+420
114
$3.29M 0.24%
50,012
-12,866
115
$2.93M 0.21%
65,398
-2,789
116
$2.86M 0.21%
5,006
-483
117
$2.8M 0.2%
62,667
-192,064
118
$2.79M 0.2%
33,154
-891
119
$2.75M 0.2%
56,408
+1,020
120
$2.71M 0.19%
24,721
-1,198
121
$2.71M 0.19%
80,174
-11,087
122
$2.7M 0.19%
53,906
-8,605
123
$2.64M 0.19%
20,456
-1,491
124
$2.53M 0.18%
20,250
-761
125
$2.49M 0.18%
16,948
-1,725
3 4
5
6 7