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
$1.49B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.96M
3
+$5.98M
4
FNF icon
Fidelity National Financial
FNF
+$5.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.11M

Top Sells

1
+$9.21M
2
+$8.69M
3
+$6.12M
4
IAU icon
iShares Gold Trust
IAU
+$5.23M
5
RSG icon
Republic Services
RSG
+$5.15M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.03%
3 Financials 10.93%
4 Industrials 9.79%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.75M 0.25%
14,049
-422
102
$3.73M 0.25%
139,186
-5,185
103
$3.69M 0.25%
52,003
-1,000
104
$3.66M 0.25%
79,337
-605
105
$3.58M 0.24%
49,409
-3,532
106
$3.49M 0.23%
18,394
-703
107
$3.46M 0.23%
20,092
-299
108
$3.3M 0.22%
59,684
-1,187
109
$3.21M 0.22%
40,630
-2,235
110
$3.2M 0.21%
38,179
-2,790
111
$3.08M 0.21%
110,179
+3,246
112
$2.98M 0.2%
64,986
+1,180
113
$2.95M 0.2%
76,940
+3,727
114
$2.77M 0.19%
27,891
-975
115
$2.39M 0.16%
81,369
-12,160
116
$2.28M 0.15%
18,933
-735
117
$2.26M 0.15%
47,840
-2,740
118
$2.23M 0.15%
15,202
-75
119
$2.21M 0.15%
16,474
-341
120
$2.21M 0.15%
43,270
-3,506
121
$2.2M 0.15%
26,462
-110,967
122
$2.16M 0.14%
32,108
-225
123
$2.04M 0.14%
6,919
-78
124
$2.04M 0.14%
14,199
-21
125
$1.98M 0.13%
27,895
-200
3 4
5
6 7