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
$1.41B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.5M
3
+$7.16M
4
QCOM icon
Qualcomm
QCOM
+$4.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.46M

Top Sells

1
+$10.6M
2
+$8.41M
3
+$7.45M
4
SJM icon
J.M. Smucker
SJM
+$4.76M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.63M

Sector Composition

1 Healthcare 17.21%
2 Technology 13.87%
3 Financials 10.12%
4 Industrials 9.57%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.15M 0.3%
122,467
-3,980
102
$3.85M 0.27%
53,003
-12,344
103
$3.64M 0.26%
14,471
-1,215
104
$3.62M 0.26%
25,519
-8,051
105
$3.61M 0.26%
19,097
-70
106
$3.57M 0.25%
144,371
+7,805
107
$3.53M 0.25%
60,871
-1,750
108
$3.46M 0.25%
+40,969
109
$3.42M 0.24%
42,865
-2,908
110
$3.19M 0.23%
20,391
-7,188
111
$3.04M 0.22%
79,942
-232
112
$2.87M 0.2%
63,806
-1,592
113
$2.77M 0.2%
93,529
-284,366
114
$2.77M 0.2%
106,933
-30,346
115
$2.61M 0.19%
28,866
-4,288
116
$2.52M 0.18%
36,061
-13,951
117
$2.46M 0.18%
73,213
-1,220
118
$2.45M 0.17%
50,580
-3,326
119
$2.4M 0.17%
46,776
-9,632
120
$2.39M 0.17%
48,320
-14,347
121
$2.31M 0.16%
19,668
-788
122
$2.31M 0.16%
32,333
-206
123
$2.21M 0.16%
31,443
-13,268
124
$2.17M 0.15%
+68,535
125
$2.16M 0.15%
16,815
-975
3 4
5
6 7