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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$6.95M
3
+$5.12M
4
EQIX icon
Equinix
EQIX
+$3.81M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.75M

Top Sells

1
+$11.3M
2
+$8.76M
3
+$6.13M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ADBE icon
Adobe
ADBE
+$1.88M

Sector Composition

1 Technology 22.53%
2 Industrials 15.32%
3 Financials 13.32%
4 Healthcare 11.73%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.09%
14,595
-1,299
102
$1.9M 0.08%
25,700
103
$1.9M 0.08%
14,424
104
$1.87M 0.08%
4,638
-100
105
$1.86M 0.08%
7,839
+1,247
106
$1.84M 0.08%
7,574
-25
107
$1.78M 0.08%
11,732
-1,439
108
$1.77M 0.08%
6,411
-428
109
$1.76M 0.08%
52,268
-5,250
110
$1.74M 0.08%
9,434
+107
111
$1.74M 0.08%
6,813
-900
112
$1.69M 0.07%
37,500
+5,000
113
$1.65M 0.07%
31,258
-916
114
$1.59M 0.07%
4,142
115
$1.57M 0.07%
34,728
-375
116
$1.53M 0.07%
19,457
-2,796
117
$1.51M 0.07%
16,495
-3,175
118
$1.33M 0.06%
7,004
119
$1.31M 0.06%
16,925
-6,034
120
$1.26M 0.06%
22,571
-7,489
121
$1.17M 0.05%
13,932
122
$1.16M 0.05%
3
123
$1.09M 0.05%
16,759
-350
124
$1.09M 0.05%
6,201
+201
125
$1.08M 0.05%
+14,500
3 4
5
6 7