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
$2.75B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.7M
3
+$11.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.09M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M

Top Sells

1
+$17.1M
2
+$12.6M
3
+$12.6M
4
LII icon
Lennox International
LII
+$12.5M
5
IAC icon
IAC Inc
IAC
+$10.2M

Sector Composition

1 Technology 23.05%
2 Industrials 17.39%
3 Financials 12.46%
4 Healthcare 10.37%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.6M 0.09%
11,555
+2,112
102
$2.58M 0.09%
9,640
+136
103
$2.55M 0.09%
3,961
-85
104
$2.52M 0.09%
25,700
105
$2.52M 0.09%
52,850
+9,985
106
$2.46M 0.09%
26,486
+780
107
$2.29M 0.08%
6,816
-324
108
$2.13M 0.08%
7,674
-120
109
$2.12M 0.08%
17,477
+4,075
110
$2.07M 0.08%
153,046
-20,521
111
$2.06M 0.07%
4,188
-25
112
$2.04M 0.07%
5,511
113
$1.98M 0.07%
23,196
+1,241
114
$1.97M 0.07%
6,078
-38,608
115
$1.91M 0.07%
37,010
+65
116
$1.84M 0.07%
12,405
-718
117
$1.8M 0.07%
43,000
+1,500
118
$1.78M 0.06%
34,322
+3,787
119
$1.77M 0.06%
40,413
+4,605
120
$1.77M 0.06%
29,970
-1,314
121
$1.75M 0.06%
13,484
122
$1.72M 0.06%
10,295
-175
123
$1.65M 0.06%
34,287
+309
124
$1.64M 0.06%
17,917
+1,650
125
$1.63M 0.06%
5,898
+65
3 4
5
6 7