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
$1.48B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.32M
3
+$6.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.04M
5
EXAS icon
Exact Sciences
EXAS
+$4.08M

Top Sells

1
+$9.58M
2
+$8.01M
3
+$6.6M
4
SLF icon
Sun Life Financial
SLF
+$4.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.03M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.94%
3 Financials 11.22%
4 Industrials 10.23%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.15M 0.21%
54,038
-2,275
102
$3.13M 0.21%
89,030
-14,002
103
$2.87M 0.19%
34,458
-765
104
$2.85M 0.19%
44,371
-715
105
$2.85M 0.19%
18,187
-1,395
106
$2.83M 0.19%
51,199
-1,159
107
$2.82M 0.19%
106,122
-2,225
108
$2.68M 0.18%
81,678
-16,648
109
$2.64M 0.18%
26,900
-245
110
$2.61M 0.18%
59,507
-3,017
111
$2.4M 0.16%
16,926
-17,525
112
$2.25M 0.15%
6,716
+100
113
$2.04M 0.14%
10,505
+267
114
$1.84M 0.12%
5,171
+1,015
115
$1.82M 0.12%
12,955
-1,774
116
$1.8M 0.12%
30,078
-1,160
117
$1.78M 0.12%
27,400
-4,788
118
$1.67M 0.11%
12,344
-181
119
$1.64M 0.11%
20,345
-11,144
120
$1.58M 0.11%
37,396
-973
121
$1.52M 0.1%
7,849
+181
122
$1.42M 0.1%
58,330
-10,575
123
$1.36M 0.09%
25,294
-225
124
$1.33M 0.09%
19,555
-8,650
125
$1.31M 0.09%
18,920
-7,000
3 4
5
6 7