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
$2.2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.22M
3
+$5.95M
4
GDDY icon
GoDaddy
GDDY
+$4.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.45M

Top Sells

1
+$18.3M
2
+$8.73M
3
+$6.66M
4
GILD icon
Gilead Sciences
GILD
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.38M

Sector Composition

1 Technology 24.27%
2 Industrials 15.04%
3 Financials 13%
4 Healthcare 11.95%
5 Materials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.09%
6,904
-75
102
$1.85M 0.08%
37,069
-4,105
103
$1.81M 0.08%
30,060
+6,480
104
$1.79M 0.08%
6,839
105
$1.79M 0.08%
27,550
+2,300
106
$1.79M 0.08%
19,670
-2,160
107
$1.78M 0.08%
7,599
-219
108
$1.76M 0.08%
32,174
-4,111
109
$1.76M 0.08%
32,500
+6,000
110
$1.74M 0.08%
25,700
111
$1.74M 0.08%
57,287
-25,417
112
$1.69M 0.08%
9,327
-2,587
113
$1.69M 0.08%
35,103
114
$1.65M 0.08%
7,713
-210
115
$1.64M 0.07%
22,959
-8,904
116
$1.57M 0.07%
4,142
+8
117
$1.47M 0.07%
6,592
118
$1.34M 0.06%
47,500
119
$1.27M 0.06%
13,932
120
$1.12M 0.05%
7,004
121
$1.09M 0.05%
17,109
-4,247
122
$1.09M 0.05%
18,900
-3,452
123
$1.06M 0.05%
2,126
124
$1.04M 0.05%
3
125
$1.01M 0.05%
16,268
-300
3 4
5
6 7