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
$2.06B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.8M
3
+$11.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.18M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.72M

Top Sells

1
+$19.2M
2
+$2.99M
3
+$1.39M
4
DOX icon
Amdocs
DOX
+$1.31M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.3M

Sector Composition

1 Technology 24.1%
2 Industrials 14.66%
3 Financials 13%
4 Healthcare 12.46%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.09%
21,830
-582
102
$1.79M 0.09%
36,285
-1,761
103
$1.76M 0.09%
22,806
+20
104
$1.66M 0.08%
5,511
105
$1.64M 0.08%
35,103
+573
106
$1.57M 0.08%
25,700
107
$1.55M 0.08%
6,839
-116
108
$1.54M 0.07%
7,818
-396
109
$1.48M 0.07%
11,914
-530
110
$1.47M 0.07%
14,424
+155
111
$1.47M 0.07%
26,500
+1,000
112
$1.45M 0.07%
23,580
-400
113
$1.36M 0.07%
47,500
-145
114
$1.35M 0.07%
4,134
-162
115
$1.32M 0.06%
25,250
+300
116
$1.31M 0.06%
7,923
-380
117
$1.29M 0.06%
6,592
118
$1.23M 0.06%
21,356
+1,740
119
$1.16M 0.06%
7,004
+35
120
$1.13M 0.06%
22,352
121
$1.11M 0.05%
13,932
122
$1.06M 0.05%
20,963
-400
123
$1.03M 0.05%
5,841
+135
124
$1.01M 0.05%
6,834
-500
125
$1M 0.05%
35,600
+1,000
3 4
5
6 7